Toggle navigation
TWunroll
TWunroll
faq
Contact US
Jurrien Timmer
TimmerFidelity
My guess is that #yields will keep pushing higher. If that happens without real rates moving up as well, then the market likely will absorb it in stride. But if
Read more
Earnings & the #Fed. I assumed the 1930s weren’t a good analog for 2020 b/c the fiscal/monetary policy response this year was greater & faster than ever, except perhaps the
Read more
A secular fork in the road: Here, the secular bear mkts & secular bull mkts interspersed. It’s my thesis that we’re in a secular bull mkt which, at 11 years
Read more
(1/THREAD) Sentiment: One might think, with the #market erasing all its losses, that sentiment would have gotten somewhat lopsided, but it hasn’t. Here, flows into equity funds & ETFs &
Read more
(THREAD) 1/ Is the market’s current valuation really as bad the Shiller CAPE suggests? In my view, the answer is no. Here’s why. 2/ This shows the Shiller CAPE, or
Read more
By continuing to use the site, you are consenting to the use of cookies as explained in our
Cookie Policy
to improve your experience.
I agree