The 10 Year QE Bubble - "To Infinity, and Beyond!"

Jun 20, 2020

A simple look at more recent boom and bust periods of the S&P500

Thinking Out Loud

• Is the QE Bubble bursting before our eyes?
  
• Will we see an all time high before a huge collapse and more Stimulus/QE?
  

Opinion

• Outlook seems bearish for the long-term.
  
• These market levels are not sustainable, and inorganic, we are in the last phase of the QE bubble before it goes pop.
  
• COVID19 Wave 2 seems guaranteed at this point... Economic recovery is not going to be a V...
  

Positioning

• I'm continuing to add on more shorts at these levels and above, long-term, mostly through inverse ETFs.
  
• I will continue trading the market pops and drops, while adding on to my long-term shorts.
  

*Fundamentals seem forgotten, but at the end of the day, they ALWAYS rule the markets... this Market is in Mania.