今日起變左一名淡友等回調[有理據]

小弟經驗淺
反省後發現自己都係太bullish
Everyone is a genius in a bull market
呢段時間睇到好多關於market overvalued嘅articles/news etc
現在決定清倉揸cash
希望做定準備迎接來緊嘅回調

理據如下
希望可以討論下


1. Buffett Indicator: Strongly Overvalued

The Buffett Indicator is the ratio of total US stock market valuation to GDP.
By our calculation that is currently 75% higher than the historical average, suggesting that the market is Strongly Overvalued. 

http://www.currentmarketvaluation.com/models/buffett-indicator.php


2. PE ratio is too high

https://www.longtermtrends.net/sp500-price-earnings-shiller-pe-ratio/

3. Harry Dent 40% Stock Market Crash Coming By April 2021
Dent, 67, accurately called Japan’s 1989 economic collapse, the dot-com bust and the populist wave that delivered the presidency to Donald Trump. He uses propriety research and bases predictions mainly on demographics and trends.

About 19% of publicly traded companies are zombies: They’re operating but can’t pay the principal and interest on their debt service.

https://www.thinkadvisor.com/2020/12/03/harry-dent-market-crash-coming-in-2-3-years-economy-already-dead/

4. Mark Cuban: stock market is overvalued

https://www.google.com/amp/s/www.nasdaq.com/articles/why-mark-cuban-compares-todays-market-to-the-dot-com-bubble-2020-06-13%3Famp

可以由4:20睇
https://youtu.be/kbEOJLiIjUM

5. Margin debt reaches new high

There is a lot of speculation.
https://www.investopedia.com/margin-debt-reaches-new-high-5093761

今時今日仲有傻人睇跌

Change my mind

QE 印錢 PE梗係高啦
錢歸何處？

美國樓地産

樓主賺夠了，唞下都好應該

dont be a don don donkey

吉巴近排仲有無炒？

估唔到去到2020就完都仲有傻淡

樓主發功帶我地上快車

尋晚買咗少少baba

睇數字同時都要睇埋故事 宜家咁大條feds水喉頂住個市 頂到等實體經濟追番都得

NIO走晒未

可以減倉 唔建議清倉
你唔知幾時回 可能升多3成先黎回
一陣回返兩成都仲貴過依家

負利率

你睇下日本印左300% of佢個GDP同日央行直接接管超過8成既ETF同5成既股票市場都有佢持股...一D事都冇仲放風話可以繼續擴大寬鬆
你仲唔明
無限印錢係唔會後果

我想問以上ge indicator 有冇take 印鈔機into consideration...

change my mind nio 30

EV 嘅泡沫係唔會爆嘅，至少去到2025年