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Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (1843)7/2/2021 1:41:41 PM
From: Real Man  Read Replies (1) | Respond to of 10540
 
Current valuations of risk assets reflect the market perception of the ability of the Fed to backstop any decline. Should this ability or the market perception change, valuations will adjust. Valuations of both stock and bond markets without the Fed’s backstop would be much, much lower, and likely stay there for a few decades.



To: Sun Tzu who wrote (1843)7/2/2021 2:42:09 PM
From: Jacob Snyder1 Recommendation

Recommended By
robert b furman

  Read Replies (1) | Respond to of 10540
 
Yes, stocks are fairly valued today…..if 10y treasury yield stays at 1.5%

And housing is not in a bubble….if 30y mortgages at 3% continues….and the Fed continues buying 40b$/m of mortgage assets.

Money has flowed out of bonds, into stocks, because bonds yield nothing. When interest rates are something other than zero, that flow will reverse.


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