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The extent and prevalence of bearishness at present, evident in comments & twitter threads, is breathtaking. Worst case scenarios are being considered base case. I dont think ive ever seen it this bad, even during the GFC. And yet case numbers have already flatlined in Italy!
Can we have like a month of bearishness? Please? It’s been a long 11 years of bullishness for us bears. Throw us a bone Lyall!
The MSCI World ex US is at GFC lows on a P/BV basis! EM has had a brutal 13 year bear market! Value has had a 10 year bear market. Youre living on a different planet to me mate!
I think the issue is massive bifurcation. US high quality, bond proxy/dividend, ETF constituents and US & USD, and technology is expensive, if not in a bubble. But anything outside of that vortex has been massacred. I don't play in the above spaces which still look terrible.
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