Equity markets are overheating as a consequence of a loose Fed, notQE repos, and earnings boosted by (one-off?) US fiscal stimuli. $AAPL and $TSLA are the poster children of this environment. Valuations are stretched, yet investors see little alternative in equity exposure. (1/n)
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Even so, i’m afraid, very afraid to short it. I’ve seen what happened with the other shorts. You know the saying: “Markets can stay irrational longer than you can stay solvent.”
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I won't, but I've sold the 990 call.
Kraj razgovora
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And its +150% from a few months. Its crazy. Got a bit of that juice, feel quite sorry i didn't invest/risk some more, but oh well.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Čini se da učitavanje traje već neko vrijeme.
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asymmetric bets.
risk aversion.