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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Lee Lichterman III who wrote (62674)	6/14/2022 5:05:11 PM
From: ajtj99	2 Recommendations Recommended By ItsAllCyclical Lee Lichterman III Respond to of 97944

A 15% drop in S&P 500 earnings and a 4% inflation rate would give a Rule of 20 valuation of about 2,600 12-months from now with Rule of 20 at an oversold level of 18.5 (like 2018). It would be about 2850 SPX at a straight up Rule of 20 and 4% inflation or 18.5 Rule of 20 and 2% inflation.

To: Lee Lichterman III who wrote (62674)	6/14/2022 6:53:26 PM
From: Lee Lichterman III	1 Recommendation Recommended By kimberley Read Replies (1) \| Respond to of 97944

So China is selling our bonds, Japan is selling our bonds and now the Fed is going to stop buying our bonds. What could possibly go wrong???? China has the largest foreign reserve US Treasuries, which fell by $68bn in April, 2% of the total it holds and the largest drop in 5 years. Japan’s UST holdings shrank by $31bn, a record for the country as officials sell down to protect their currencies against a rising USD pic.twitter.com/tFTGleYdB8 — Michael A. Gayed, CFA (@leadlagreport) June 14, 2022