Excessive optimism is making the stock market vulnerable

Fjolåret blev strålande för flera av de största fondbolagen

https://englundmacro.blogspot.com/2024/07/fjolaret-blev-stralande-for-flera-av-de.html

https://www.marketwatch.com/story/the-fed-is-betting-that-inflation-is-easing-dont-fight-the-fed-5a0d3024

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There’s no way of knowing how long this game of brinkmanship can continue, but it’s a good bet that it will end badly.

The stock market rally is being kept alive by a game of brinkmanship that short-term traders are playing. That in essence is how contrarians currently view current stock market sentiment. 

Every time this year in which the market-timing community has marched up to the edge of the cliff of exuberance, they have stepped back just in time. 

By doing that, they have enabled the bull market to take another crack at new highs.

Mark Hulbert MarketWatch 8 October 2024

https://www.marketwatch.com/story/excessive-optimism-is-making-the-stock-market-vulnerable-87748d55

Låga tre-årsräntor hos bankerna – läge att binda?

https://englundmacro.blogspot.com/2024/10/laga-tre-arsrantor-hos-bankerna-lage.html

Tillbaka till Wall Street och Stockholm 9 oktober 2024

https://englundmacro.blogspot.com/2024/10/wall-street-och-stockholm-9-oktober-2024.html