Dinner tonight with somebody who thinks he’s a great market guru. Said it’s mad Dow passed 30,000 in current circumstances. I said no. Equity prices reflect future not past. 2021 will be a great rebound. I’m optimistic. UK stocks especially underpriced.
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There’s zero to negative rates, inflation is just around the corner with money being printed. Businesses survive by government support which won’t last and well see bankruptcies early next year, we will also see high unemployment which will depress consumer spending.
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Inflation has been around the corner for a decade. It's not happening any time soon.
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Notwithstanding that, we need optimism to keep the economy afloat. The recent announcements regarding vaccine availability will certainly help. There’s still Brexit to be resolved , who knows.
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Vaccine won't end any lockdown, politics will. It's the Maguffin that's been chased for months. Brexit will be trivial in its impact by comparison to the lockdowns that have had little clinical cases since the end of May.
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Agreed on oil and gas.. mainly cos disagreed on inflation. Supply constraints to come!
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