Started By
Message

re: 10 yr yield going to 5%

Posted on 9/22/23 at 8:40 am to
Posted by Art Blakey
Member since Aug 2023
100 posts
Posted on 9/22/23 at 8:40 am to
quote:


Baw. Think for a second. Forget gambling on AI. shite, forget fundamentals, forget aapl, msft, brk, whatever. If rates went to 10% overnight, equities would not “collapse.” There would be a whole arse bank run on equities. Every person, pension fund, hedge fund, endowment, venture fund, you name it. Everybody liquidating at that point. The whole game is about taking on risk on the hope and prayer that you might match or possibly beat the historical 7% return of the market. Overnight rate increase to 10% would totally break the system.


I think 5% will likely induce a bank run on equities in the near future but it's impossible to say much of anything with any confidence due to the shear novelty of our current situation. We haven't been through a global sovereign debt crisis since the world wars. No one alive has ever seen this before.
Posted by KillTheGophers
Member since Jan 2016
6242 posts
Posted on 9/23/23 at 9:05 pm to
Equities are so overvalued right now.

Mid to small regional bank stocks that have CRE portfolios are about to get crushed.

I have scoured the landscape and found a couple decent looking insurance companies to invest in at this time….that is it.

I think the music has stopped and you have people starting to question their equity holdings, bank deposits….and looking for real alternatives.
This post was edited on 9/23/23 at 9:06 pm
first pageprev pagePage 1 of 1Next pagelast page
refresh

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on Twitter, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookTwitterInstagram