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Started By
Message
re: 10 yr yield going to 5%
Posted on 9/22/23 at 8:40 am to Sir Saint
Posted on 9/22/23 at 8:40 am to Sir Saint
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 on 9/23/23 at 9:05 pm to Art Blakey
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.
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
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