Discussion
I am far from an expert but my issue with them is that the NAS and DOW have done amazingly well in the last 5 years. This for me puts them at much higher risk of a dip. Its a very basic POV but if you compare their growth to the FTSE its a much steeper curve in the US and I don't see their economy recovering at twice the rate of ours....
So in basic terms, I would treat its as higher risk. But that's just my view. I am starting to feel a lot more risk on all stocks in the last 6 to 12 months. The markets are doing too well. I don't like that.
So in basic terms, I would treat its as higher risk. But that's just my view. I am starting to feel a lot more risk on all stocks in the last 6 to 12 months. The markets are doing too well. I don't like that.
General consensus is that the Us markets are overvalued.
Looking at the bigger picture it's been quite a run, this bull market is over 6 yrs old and also has occurred on Qe stimulation.
From my perspective current situation is were in a trading range, have been for a few months. If your bullish you really need new highs to keep this market going.
Secondly a correction is way over due so talk is do we get that 10-20% correction if we fall out of this range.
My own view is that were in a process of topping in this market which may take a few more months I've reduced long positions significantly even started a few shorts but the latter is risky if this market continues to rise.
No one knows for sure what the market will do but I feel were into the latter stages of this bull market.
Looking at the bigger picture it's been quite a run, this bull market is over 6 yrs old and also has occurred on Qe stimulation.
From my perspective current situation is were in a trading range, have been for a few months. If your bullish you really need new highs to keep this market going.
Secondly a correction is way over due so talk is do we get that 10-20% correction if we fall out of this range.
My own view is that were in a process of topping in this market which may take a few more months I've reduced long positions significantly even started a few shorts but the latter is risky if this market continues to rise.
No one knows for sure what the market will do but I feel were into the latter stages of this bull market.
All markets are linked.
A correction in any major market will cause an upset in other markets.
I'm US based, BTW we tend to look at the S & P index and leave the Dow for CNN
As a US person I have just under 45% in US equities and bonds.
When I direct my money (decide where to put it) I consider exchange rates, hence my current feeding of Europe because of recent Dollar strength.
Although that strength is waning, back to 1.57 today.
So as a Sterling investor it might be prudent to trim your US holdings a little esp if you think Carne will increase rates before Yellen!!!
September is the most recent guess for the Fed to act.
I'm not sure I would consider going from US to cash at present, there could be a couple of small bonuses coming up if Greece can get the same deal as Ireland and Ukraine pay their gas bill.
A correction in any major market will cause an upset in other markets.
I'm US based, BTW we tend to look at the S & P index and leave the Dow for CNN
As a US person I have just under 45% in US equities and bonds.
When I direct my money (decide where to put it) I consider exchange rates, hence my current feeding of Europe because of recent Dollar strength.
Although that strength is waning, back to 1.57 today.
So as a Sterling investor it might be prudent to trim your US holdings a little esp if you think Carne will increase rates before Yellen!!!
September is the most recent guess for the Fed to act.
I'm not sure I would consider going from US to cash at present, there could be a couple of small bonuses coming up if Greece can get the same deal as Ireland and Ukraine pay their gas bill.
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