Risks Out There 06 (May 20 - Apr 23)

[behappyalways]

Once Fed ‘goes to war’ against inflation, stocks will get ‘annihilated’, crash 50% - Michael Gentile
https://m.youtube.com/watch?v=eHH6CZo1JnA

[behappyalways]

World's Largest Sovereign Wealth Fund Made $111 Billion In H1, Warns High Inflation 'Could Spark Losses Like Never Before'
https://www.zerohedge.com/markets/world ... ould-spark

[behappyalways]

Stocks finally ‘confirmed’ a breakdown, now comes 'lower lows'; Gareth Soloway on Bitcoin, gold
https://m.youtube.com/watch?v=5hZITczEISM

[behappyalways]

What Do Credit Markets Know That Record-High Stocks Are Choosing To Ignore?
https://www.zerohedge.com/markets/what- ... ing-ignore

[winston]

Citi strategist warns of a 10% September plunge — why he could be right

by Sigrid Forberg

There are four factors at play:-
1. The Federal Reserve’s discussion on tapering
2. Rising inflation
3. Pressure on profit margins and
4. Corporate tax hikes

Source: Yahoo Finance

https://finance.yahoo.com/news/citi-str ... 00107.html

[behappyalways]

This Won't End Well – Gen Z'ers Take On Debt To Invest
https://www.zerohedge.com/markets/wont- ... ebt-invest

[behappyalways]

Valuations Are Extreme Even With Rose Tinted Glasses
https://www.zerohedge.com/markets/valua ... ed-glasses

[winston]

More strategists say a storm is brewing in the US stock market

by Ksenia Galouchko & Joanna Ossinger

The latest views hail from Deutsche Bank AG and Goldman Sachs Group Inc, and echo earlier pronouncements from Morgan Stanley, Citigroup Inc, and Bank of America Corp.

Valuations are at historical extremes, stocks have rallied non-stop for seven months, the economy looks soft and the Federal Reserve is preparing to taper stimulus.

Source: Bloomberg

https://www.theedgemarkets.com/article/ ... ock-market

[behappyalways]

“At 10-times revenues, to give you a 10-year payback, I must pay you 100% of revenues for 10-straight years in dividends.

That assumes I can get that by my shareholders. It also assumes I have zero cost of goods sold, which is very hard for a computer company.

That assumes zero expenses, which is hard with 39,000 employees. That assumes I pay no taxes, which is very hard. And that expects you pay no taxes on your dividends, which is kind of illegal.

And that assumes with zero R&D for the next 10-years, I can maintain the current revenue run rate.

Now, having done that, would any of you like to buy my stock at $64? Do you realize how ridiculous those underlying assumptions are?

"What Were You Thinking?" - Price-To-Sales Rocketship 'To The Moon'
https://www.zerohedge.com/markets/what- ... tship-moon

[behappyalways]

六大华尔街投行：为什么？发出红色警告（上）
https://m.youtube.com/watch?v=8cqB5-VcTbk