Business
Morgan Stanley’s Shalett: Massive Disconnects in Market
“The US equity market is fighting the Fed big time,” Morgan Stanley Wealth Management CIO Lisa Shalett says during an interview on “Bloomberg Surveillance.”
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@stkhnds
December 16, 2023 at 2:15 pm
is she the new AJC?
@mgr8440
December 16, 2023 at 2:15 pm
She is one of the best analysts out there, but you publish only a minute of it 😢
@theassertivegentleman
December 16, 2023 at 2:15 pm
It's the 0DTE options creating this YTD disconnect.
@harry4503
December 16, 2023 at 2:15 pm
She missed this move higher and coming off as bit grumpy. Market is looking ahead 12 months out. Q1 and 2/3 of Q2 will be recession.
@stevenk195
December 16, 2023 at 2:15 pm
The disconnect is that they are trying to use standard metrics against a catastrophic event. You are going to see massive dislocations that will make you see March 2020 as the end of the world (not), 2021 as a beginning of nirvana (not), 2022 as beginning of free money (not), and 2023 as the beginning of a bear market (not).
If you feel comfortable following the "consensus", then go ahead. Let me know how that ever put you on the "right side" of an investment. Consensus 2000, bull and we all retire before 50. Consensus 2008, everyone gets rich owning a house. Consensus 2020, the world is coming to an end.
Let's just be honest here: EVERYONE is scared to the core the stock market earnings are kaput! If you are buying, you are buying with your butt-hole puckered. That's where you wanna be folks.
@gmoney2667
December 16, 2023 at 2:15 pm
Thank you! The truth.
@stever7207
December 16, 2023 at 2:15 pm
Casinos are Open!
No oversight in sight! Gamble away and keep printing Dems! Crime pays for those in power
@jameswang4802
December 16, 2023 at 2:15 pm
Market technical on big time scale is strongly suggesting that a BIG turn is underway.
@joefuentes2977
December 16, 2023 at 2:15 pm
I cannot believe how obvious of a bear market rally this is and how bullish these people are. Like damn even if it is the beginning of a new bull market things wont go straight up! At least wait for a nice pullback, wow.
Edit: also reminder. We NEVER SAW CAPITULATION which almost every bear market should see in order to form a true bottom. But whatever, I guess.
@lphsabrina
December 16, 2023 at 2:15 pm
Market overpriced, will wait for rational to set in
@baldutt3223
December 16, 2023 at 2:15 pm
A woman with sense. When the market collapses the bulls are gonna be crying