• We have a corrupt president who has publicly stated he doesn't know if he needs to follow the Constitution and he is actively trying to destroy the rule of law.
  • The traitors in charge have stated they want to "tear it all down" and they are decimating science, medicine, education, etc.
  • Tariffs are placing an unnecessary tax burden on consumers. Our allies and trading partners are trying to distance themselves from us and are boycotting our products.
  • Apparently, MAGA wants to disenfranchise all black people and all women and start a race war.
  • Agriculture requires a huge bailout package which will continue indefinitely.
  • Nevertheless:
  • The bull case for stocks is growing among Wall Street strategists
  • https://finance.yahoo.com/news/the-bull-case-for-stocks-is-growing-among-wall-street-strategists-172542612.html

I Guess I'm Too Dense to Understand why the bull case for stocks is growing among Wall Street strategists
byu/Appropriate-Claim385 ineconomy



by Appropriate-Claim385

21 comments

  1. I have this itching in the back of my mind that says stocks will only crash once the wealthy want them too. The wealthy will not lose their retirements when stocks collapse, and when they do collapse it’s just the wealthy cashing out. But what’s the point in cashing out when they have bought everything they want and they always have enough cash to buy up the little the rest of us have. But maybe I’m wrong and the devastation Trump is causing with global trade and foreign relations will hurt the stock market. Who knows.

  2. It is all too obvious that the Stock Exchange is no longer a major indicator of economic health. It is being manipulated by the wealthy to maximize their returns.

  3. “Exit Liquidity” springs to mind.

    Can’t spook the Boomers into stopping 401k contributions while you’re trying to steal their retirement!

  4. Not for long. Everyone is playing the market while they can. End of this month, maybe July, it’s going to be a different picture. The current trade polices are two-feet on the econ brakes and it’s going to start hitting mid/late summer.

  5. It’s the Trump Bump obviously. You just don’t get it.

  7. Here are the bull beliefs, as I understand them.

    1. Taco trade means that Trump is actually beholden to the market, and will back down from tariffs.

    2. Earnings are strong, particularly in tech.

    3. The labor market is strong.

    4. Consumer confidence went up in May.

    Here’s the bear case, as I understand it.

    1. Stocks are at or near all time highs. The relief rally is overextended, and is based on hope that trade tensions will resolve and the fear of missing out on a continued rally. 

    2. Past earnings are strong, particularly in tech, but this is not a broad based rally. Increased costs from tariffs will cut into earnings.

    3. Job reports have been revised downwards for March and April, and we will see if this trend continues for May.

    4. Consumer confidence may have gone up in the latest reading, but this needs to be taken into context with multiple downward months in a row and it still being near multi year lows.

    5. Savings are down, delinquency rates are up, and the rate of change is not insignificant.

  9. A bull case in stocks doesn’t automatically mean a bull case in economy and life.

  10. Have you filed complaints with the Department of Imaginary Concerns? I’m sure they will get right on it!

  12. I honestly believe in my own limited economic knowledge capacity that tariffs were put in place to crush small businesses in order to make mega marts and corporations the only hooked in town. My humble opinion.

  13. 90% of stocks are owned by 10% of the population. Being in the market is like gambling in a casino with a thousand billionaires.

  14. I’m no economist and don’t know much but I’m terrified of the federal bond market. All the countries understands and will dump them if trump screws them.

    We haven’t even started to get the price increases en masse yet cause we just started depleting the back stocks. Once the price increases come in soon, lower and middle class gonna be fucked even more.

    Then comes the China and all the others doing shell games with doing 99-100% products in China and setup a proxy in a tariff friendly country and they get by the tariff. Meanwhile all our companies gonna loose jobs (like logistics and manufacturing) from tariffs and raw material increases.

    Trump tariffs and policies are a 7 layered hell incoming. I don’t buy some of the stats now and seeing a fast crash, if the trade policies trajectories don’t change

  15. The market doesn’t care about your politics, it cares about rates, earnings, and positioning. Calling it manipulated because it’s not reacting to your outrage is like yelling at gravity. You’re not too dense, you’re just mistaking sentiment for strategy. Most reddit communities I’ve been watching have been outright wrong about the direction of the market so I play contrarian. Still waiting on those empty shelves.

  16. The stock market and the economy are two different things.

  17. because too many people feel like you do and the market always takes the most amount of money from the most amount of people

  19. You need to talk to some MAGA people more. They have their heads up their … aspirations … for this. They haven’t really grokked what is happening. They aren’t getting the same information you are getting. This might be a superpower for you.

    First, the dollar has depreciated for the first time in a while. Stocks aren’t down 2%. They are down about 14%. If you just held foreign currency, you outperformed the S&P. With cash. Foreign stocks did quite well through this episode.

    Second, there are weird things going on, and sometimes the markets melt up instead of down. The idea of buying the dip turned into FOMO. This is probably what drove the price up so far, as the rising stock market convinces people who don’t know better that everything is okay.

    Alternative investments, like financial instruments, dividend paying stocks in emerging markets, and even gold and silver, can give you some diversity and help you sleep better.

    If the tariff chaos, the supply hole, the squeeze on corporate profits, the pulling back of capital from foreign investors, and devaluing the dollar all end up being bad things, we will see a revaluing of the US market, particularly equities. Tom Lee will continue to present a very strong bull case throughout. Their job is not to give you information – it is more to pump and dump the markets. People who make money when you buy and when you sell need you to buy and sell a lot.

    “Don’t believe your lying eyes.”

    Do believe your eyes. Use your brain. Stay frosty. Get prepared as best you can. People made money and invested through two world wars, Korea, Vietnam, the 80’s, 1987, the dot-com bubble, and the mortgage meltdown. We will survive the unwinding of the American Empire, unpleasant as it is going to be.

  20. The stock market is controlled by the ultra wealthy who’s fortunes are growing at an accelerating pace compared to everything else. The deregulations in this presidential term has only accelerated the accumulation of wealth at the top. That money then gets funneled into the stock market (not only from purchases but also from corporate stock buybacks from the company is they own, derivatives, etc) causing an upward spiral. It has nothing to do with normal people or the economy or fundamentals.

  21. I’m a millionaire and I’ve curtailed my spending. I’m lacking confidence. World trade and Consumers are too.

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