Honestly, I think everything is so fucked right now.
- Monetary policy out of control, Fed keeps walking back their whole tapering rhetoric to save stawks
- Governments unable to control debt
- Valuations way out of control, most stawks should probably go back down to pre-Covid highs, or lower
- Inflation still soaring with soybeans, wheat, nat gas, other shit at or near all-time highs
- Total disconnect between average Joe workers and corporate leaders
- Wages not keeping up with inflation
- "Great resignation" with people quitting their jobs in spite of inflation
- Shortage in trade workers, have to import from third world
- Shortage in truck drivers, driving prices up
- Shortage in tech and hard parts ongoing
Most of this is actually very bearish.