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Pastimes : The Philosophical Porch -- Ignore unavailable to you. Want to Upgrade?

To: Rarebird who wrote (19300)	11/2/2023 3:08:05 PM
From: Real Man	Read Replies (1) \| Respond to of 26251

I think EWZ is a good investment due to low country risk compared to something like Russia or China where they will just take your assets in retribution for sanctions. I would not buy a Chinese stock, and I don’t think Americans are allowed to buy Russian stocks as part of sanctions. -g- We are at an end of an era here in the US because I do believe bonds have topped (or interest rates bottomed) in 2020, and we will are now in a generational bear market in bonds. Higher yields will compete with the stock market for returns and will reset the valuation measuring stick. I am very surprised the stock market is as high as it is with interest rates as high as they are. It’s almost like SPX does not believe the bond market. The two markets are not consistent with each other. Bonds are smart money, stocks are dumb money. I believe the bond market, but I am the first to admit I know nothing -g-