TEK-BOBLE I USA VS OLJEBØRSEN OSE
Nå gjelder det å tenke rasjonelt, når Amerikanske overprisede aksjer skal ned. Oljeaksjer på OSE er allerede underpriset nettopp på grunn av at en hel verden har flokket seg rundt noen få amerikanske selskaper, mye penger har gått dit
I går.
Da Wall Street stengte, hadde Apple gått ned 2,14 prosent og Amazon ned 4,60 prosent. Meta falt 3,59 prosent, og Microsoft gikk ned 3,76 prosent. Alphabet falt 3,54 prosent.
I går.
Da Wall Street stengte, hadde Apple gått ned 2,14 prosent og Amazon ned 4,60 prosent. Meta falt 3,59 prosent, og Microsoft gikk ned 3,76 prosent. Alphabet falt 3,54 prosent.
ibyx
20.12.2024 kl 21:11
164
The 2025 Outlook: A Bear Market And The S&P 500 At 4100
Summary
The S&P500 is likely to fall to 4100 in 2025, as earnings decline to 230 and P/E contracts to 18.
The policies of the incoming Trump administration, mass deportations and DOGE austerity, are likely to trigger a recession, but with higher inflation.
The current macro environment is similar to the 1970s.
...
The Information Technology sector is the most overvalued with a P/E ratio of 35, followed by Consumer Discretionary with a P/E ratio of 33. Note, all sectors have a P/E ratio above 16, except Energy. Thus, the entire market is very expensive by traditional standards.
...
Thus, I anticipate a recessionary bear market in 2025, with the S&P 500 target at 4100, and, thus, my recommendation is a Strong Sell.
https://seekingalpha.com/article/4745666-the-2025-outlook-a-bear-market-and-the-s-and-p-500-at-4100?source=feed_f
Summary
The S&P500 is likely to fall to 4100 in 2025, as earnings decline to 230 and P/E contracts to 18.
The policies of the incoming Trump administration, mass deportations and DOGE austerity, are likely to trigger a recession, but with higher inflation.
The current macro environment is similar to the 1970s.
...
The Information Technology sector is the most overvalued with a P/E ratio of 35, followed by Consumer Discretionary with a P/E ratio of 33. Note, all sectors have a P/E ratio above 16, except Energy. Thus, the entire market is very expensive by traditional standards.
...
Thus, I anticipate a recessionary bear market in 2025, with the S&P 500 target at 4100, and, thus, my recommendation is a Strong Sell.
https://seekingalpha.com/article/4745666-the-2025-outlook-a-bear-market-and-the-s-and-p-500-at-4100?source=feed_f
ibyx
20.12.2024 kl 09:24
211
Har merket meg spenningen som er rundt S&P 500 teknisk sett.
Så denne analysen https://www.youtube.com/watch?v=qEVHPnK7XVI&t=1022s
Så denne analysen https://www.youtube.com/watch?v=qEVHPnK7XVI&t=1022s