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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Don Green who wrote (20314)	11/8/2017 6:14:20 PM
From: John Pitera	1 Recommendation Recommended By The Ox Respond to of 33421

Don, I agree it is a bull market in many risk assets including stocks.. the fact that the US stock indices did not sell off during the seasonally weak period of Sept and Oct shows how powerful the uptrend is. we have years and and years and Trillions and Trillions of Quantitative easing and the BOJ and the ECB are still exceptionally accommodative... while the trend to automation, Machine learning, deep learning, and AI enable more to be done with fewer people.... thus the labor shortage problem and the absence of a broader swath of wage push inflation. Low rates on the 10 year treasury ( under 2.40 and even under 2.75%) and the absence of wage inflation means a green light to keep money in the stock market and global money flows are into US bonds and US equities.... no reason why that should not continue on the horizon..... I have written here in the past day how the tide is coming in for assets from Bitcoin to bonds.... and the lower the 10 year yield the more attractive the growth sectors of the stock market are. John