Permabullen:

Our core view remains that the COVID situation will continue improving driving a cyclical recovery. This will be the case for at least the next 3-4 months given COVID wave dynamics, but most likely also beyond that. We believe that this was the last significant wave, and an effective end to the pandemic in the historical echo of the 1918/1919 pandemic (and a number of other pandemics in the last century) that also had ~4 waves and lasted about ~20 months. New COVID treatments are also supportive of this view. Given the multi-decade lows in capex, inventories and favorable conditions of consumer balance sheets, we believe the cyclical recovery can run strongly for the next year or longer.

JPMorgan

  

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Diverse Gurus ber das aktuelle Brsengeschehen 8 [Alle anzeigen] , Rang: SieurKolou74(312), 07.1.21 20:01
 
Subject Auszeichnungen Author Message Date ID
Stefan Rie: Mega-Hausse voraus
07.1.21 19:12
1
Five Reasons Why We Are Inflation Bulls
11.1.21 09:21
2
Erste Group - Investoren blicken bereits in die Zukunft
13.1.21 11:03
3
Somebody should be shot
01.2.21 14:51
4
RE: Somebody should be shot
01.2.21 18:24
5
Global equity markets rebounded strongly from the prior...
07.2.21 21:52
6
Fear & Greed Index
13.2.21 12:12
7
Speculative Traders Add Billions to Meme Stocks at Ne...
14.2.21 11:33
8
      Cathie Wood Risks Having Too Much Money and Not Enough ...
14.2.21 11:35
9
      Brsenguru Jeremy Grantham warnt
19.2.21 14:14
10
      Ken Fisher: So sieht sein Depot aus
19.2.21 14:19
11
Der neue IVA-Chef
20.2.21 15:46
12
RE: Der neue IVA-Chef
20.2.21 15:54
13
While there is a lot of talk about bubbles - VIX!
24.2.21 13:54
14
Jens Ehrhardt: So investiere ich jetzt!
24.2.21 14:40
15
Global equity markets were weaker into the end of the w...
28.2.21 20:53
16
equities will be able to tolerate bonds repricing
06.3.21 18:17
17
We see higher rates largely as a function of earlier an...
08.3.21 11:26
18
Inverted yield curve hat wieder funktioniert
21.3.21 12:02
19
Was Cathie Wood eigentlich in ihrem Fonds hat
22.3.21 16:38
20
RE: Was Cathie Wood eigentlich in ihrem Fonds hat
22.3.21 20:55
21
      DAX 20.000?
01.4.21 08:29
22
JPMorgans Dimon Says This Boom Could Easily Run Into ...
07.4.21 14:25
23
RE: JPMorgans Dimon Says This Boom Could Easily Run I...
07.4.21 14:30
24
Norwegischer Staatsfondsinteressant
11.4.21 10:46
25
RE: Norwegischer Staatsfonds
12.4.21 20:03
26
      RE: Norwegischer Staatsfonds
12.4.21 20:25
27
Goldman und Pimco sehen Inflationswahn
17.5.21 08:01
28
RE: Goldman und Pimco sehen Inflationswahn
17.5.21 08:12
29
      RE: Goldman und Pimco sehen Inflationswahn
17.5.21 22:22
30
EZB heute
10.6.21 15:45
31
Biden hat nur begrenzt Zeit
11.6.21 14:17
32
Fed prognostiziert 2 Zinserhhungen in den nchsten 2 J...
16.6.21 21:41
33
FOMC meeting was a hawkish surprise, but bullish view o...
22.6.21 15:33
34
We maintain our pro-risk view
14.7.21 13:51
35
BlackRock CEO Fink does not see inflation as transitory
14.7.21 16:12
36
We remain constructive on equities
20.7.21 08:30
37
A significant development over the past few days
28.7.21 15:04
38
Q2 US earnings season has been spectacular so far
02.8.21 15:28
39
Earnings delivery has been very strong
09.8.21 15:35
40
We continue to see the global economy accelerating in 2...
10.8.21 09:00
41
The collapse in inventories will be a bigger boost to g...
10.8.21 09:34
42
We continue to hold a bullish Equities view into year-e...
10.8.21 10:45
43
Notenbank-Gouverneur Holzmann: "Wir mssen nicht das ga...
01.9.21 10:01
44
We retain a pro-risk allocation on strong global growth
14.9.21 13:54
45
What on Earth Is Going on in Commodities?interessant
19.9.21 08:47
46
RE: What on Earth Is Going on in Commodities?
19.9.21 10:18
47
      RE: What on Earth Is Going on in Commodities?
19.9.21 11:12
48
      RE: What on Earth Is Going on in Commodities?
19.9.21 11:13
49
JPMorgans Kolanovic Sees Stock Rout Overdone, Urges Di...
20.9.21 21:18
50
RE: JPMorgans Kolanovic Sees Stock Rout Overdone, Urge...gut analysiert
20.9.21 23:21
51
      RE: JPMorgans Kolanovic Sees Stock Rout Overdone, Urge...
21.9.21 09:52
52
we see sell-offs as opportunities to buy the dip
27.9.21 19:03
53
keep buying into any weakness
04.10.21 20:47
54
gelscht
06.10.21 12:45
55
gelscht
06.10.21 12:44
56
Our core view remains that the COVID situation will con...
06.10.21 22:49
57
We are bullish on Equities
11.10.21 20:40
58
The Q3 reporting season is unlikely to disappoint overa...
27.10.21 15:15
59

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