U.S. market approaches end of ‘superbubble,’ says Jeremy Grantham
Fredag 21 januari 2022
Vid stängning hade Dow Jones handlats ned 1,3 procent. Nasdaqs kompositindex hade backat 2,7 procent och S&P 500 tappat 1,9 procent.
DI fredag 21 januari 2022, 22:02
https://www.di.se/live/tekniksektorn-tyngde-pressat-wall-street-kraftiga-fall-i-twitter-och-amazon/
Stockholmsbörsen föll 2 procent
Sedan årsskiftet har OMXSPI-indexet backat med cirka 9 procent, inklusive fredagens handel. Även storbolagslistan OMXS30 har startat året med nedgång på cirka 5 procent.
Främst beror börsfallet på att centralbankerna, med amerikanska Fed i täten, börjat trappa ned på sina stödköp. Det säger Molly Guggenheimer, strateg på Danske Bank.
SvD 21 januari 2021
https://www.svd.se/stockholmsborsen-faller-over-2-procent
Generellt tycker jag att börsuppgången är väldigt välgrundad, säger Molly Guggenheimer, aktiestrateg på Danske Bank SvD/TT 28 juni 2021
https://www.svd.se/borsen-2021-det-kan-gora-slut-pa-festen/i/senaste/om/naringsliv
For the first time in the U.S. we have simultaneous bubbles across all major asset classes,” said Grantham, co-founder of investment firm GMO, in a paper Thursday.
He estimated wealth losses could total $35 trillion in the U.S. should valuations across major asset classes return two-thirds of the way to historical norms.
“One of the main reasons I deplore superbubbles — and resent the Fed and other financial authorities for allowing and facilitating them — is the underrecognized damage that bubbles cause as they deflate,” said Grantham.
MarketWatch 20 January 2022 at 7:05 p.m. ET
Jeremy Grantham, the famed investor who for decades has been calling market bubbles, said the historic collapse in stocks he predicted a year ago is underway and even intervention by the Federal Reserve can’t prevent an eventual plunge of almost 50%.
Blooomberg 20 January 2022
GameStop to Tesla: investor Jeremy Grantham on 'crazy' markets
https://englundmacro.blogspot.com/2021/04/gamestop-to-tesla-investor-jeremy.html
Jim Cramer says the stock market is getting closer to forming a bottom
CNBC 20 January 7:31 PM EST
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