SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : The Brazil Board

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: John Vosilla who wrote (1622)7/23/2016 2:42:14 PM
From: THE ANT  Read Replies (2) of 2504
 
John my opinion is the NASDAQ is not in a bubble relative to zero rates. If the federal government does not print and GDP growth goes negative then at that point the NASDAQ would be overvalued and could fall significantly. If the US does print and interest rates go up the NASDAQ will likely go almost nowhere for the next 10 years relative to inflation and housing will likely go nowhere relative to inflation for at least 20 years.Thus, although I feel the NASDAQ is not in a bubble I do not see any assets in the United States being a good value. The exception of this is gold, the airlines--especially if the US prints, and the developing world markets both stocks and real estate
I just do not believe that assets will lead the US economy down but that US GDP growth failure will happen and can lead assets down and create a vicious circle. The only question is will Trump win and will he began deficit spending on infrastructure prior to the economy turning down
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext