1."in the long-run stocks go up"
Yep.
But sometimes they not only don't go up, but actually get up.
Here's some horrific examples.
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2.Labor markets are tight
Industrial capacity is loose
Whichever one moves first and moves most will be a big tell on whether we get inflation resurgence (industrial revival) or recession (job market bust).
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3.Cash Rates Down
Bond Yields Up
This is entirely to be expected and reflects a couple of super critical macro themes this year.
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4.Australian Stock/Bond Ratio
-rolling over from stretched levels
-Aus govt bonds are cheap
--this may run further...
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