Investors are ignoring a ticking-time-bomb stock market, says this money manager

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Investors are ignoring a ticking-time-bomb stock market, says this money manager

MarketWatch2021-05-11

Critical information for the U.S. trading day.Tuesday is looking dicey for stocks, notably the technology space, as inflation jitters continue to ripple across markets. The sector has been bearing the...

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Comment（9）

kt888
·2021-05-12
Good
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zips
·2021-05-11
All the best!
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- thuiching:
  [微笑] [微笑]
  2021-05-11
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samfernando
·2021-05-11
Stay calm as we brace through the storm
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- kt888:
  ya
  2021-05-12
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EquityQueen
·2021-05-11
What ?
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EquityQueen
·2021-05-11
Wow
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EquityQueen
·2021-05-11
Hi
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- rooot:
  ??
  2021-05-11
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Wallstrtbets
·2021-05-11
Fed will help by printing more. Why worry?
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Alvin1975
·2021-05-11
Like and comment please.
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- tearach:
  pls like
  2021-05-11
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Qxz
·2021-05-11
Hmmmmmmmm hmmm
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- ynngy:
  hmmmmmmmmmmmmmmmmmmmm
  2021-05-11
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- ynngy:
  hmmmmmmmmmmm
  2021-05-11
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If inflation comes back, all of the safeguards investors have been given (free money from stimulus) will be dissolved and won’t be able to come back to save the day,” Kee told MarketWatch on Monday in an interview via LinkedIn. He said recent jobs data indeed suggest price rises will be “more serious than previously thought.”Investors are disregarding the fact that stocks are very expensive right now, said Kee, wholast Novemberpredicted a 25% drop for the Dow Jones Industrial AverageDJIA,-0.10%by year-end based on high price/earnings multiples.Last year, he expected Dow earnings-per-share growth at 32% for 2021, but now sees it surging to 62%, before collapsing to 2.42% in 2022.“The declines can be much worse than 25% and if the FOMC [Federal Open Market Committee] is handcuffed because of inflation, the swift bounce back that investors have been used to will not happen either,” said Kee. “The fair value multiple on the SPXSPX,-1.04%is not 30 – [to] 35x. It’s more like 15x.”And the price/earnings to growth ratio, which adds in future earnings growth, for the Dow next year is “over 7, and normal fair value is 1.5. It is way overvalued based on that,” said Kee.What would bring that down to earth is the return of natural-risk perceptions among investors — severely lacking right now. “They have been given free money by the government, stimulus programs are in full effect, and investors don’t perceive any risk at all. That is the most dangerous thing!” Kee said.He advised investors continue rotating between the SPRD S&P 500 ETF trustSPY,-0.99%and cash. Kee suggested last year staying that course until signs of reversals or that investors were getting worried about central bank stimulus stopping. No signs so far, he 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storm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/199724695","repostId":1146338556,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4295032,"gmtCreate":1620763444516,"gmtModify":1680788173553,"authorId":3577583042847869,"author":{"id":3577583042847869,"authorId":3577583042847869,"name":"kt888","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":199724695,"type":1,"supId":0,"prevId":0,"content":"ya","text":"ya","html":"ya"}],"langContent":"EN"},{"id":199761563,"gmtCreate":1620734885852,"gmtModify":1704347537246,"author":{"id":"3572823125154234","authorId":"3572823125154234","authorIdStr":"3572823125154234","name":"EquityQueen","avatar":"https://static.tigerbbs.com/16b53344c47c1093f70ab9c7ce6b9f3b","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3572823125154234"},"htmlText":"What ?","listText":"What ?","text":"What ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199761563","repostId":1146338556,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":199769280,"gmtCreate":1620734774140,"gmtModify":1704347534462,"author":{"id":"3572823125154234","authorId":"3572823125154234","authorIdStr":"3572823125154234","name":"EquityQueen","avatar":"https://static.tigerbbs.com/16b53344c47c1093f70ab9c7ce6b9f3b","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3572823125154234"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199769280","repostId":1146338556,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":199769974,"gmtCreate":1620734742098,"gmtModify":1704347534138,"author":{"id":"3572823125154234","authorId":"3572823125154234","authorIdStr":"3572823125154234","name":"EquityQueen","avatar":"https://static.tigerbbs.com/16b53344c47c1093f70ab9c7ce6b9f3b","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3572823125154234"},"htmlText":"Hi&nbsp;","listText":"Hi&nbsp;","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/199769974","repostId":1146338556,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4292036,"gmtCreate":1620734759784,"gmtModify":1680788129662,"authorId":3562271456608357,"author":{"id":3562271456608357,"authorId":3562271456608357,"name":"rooot","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real 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will help by printing more. Why worry?","listText":"Fed will help by printing more. Why worry?","text":"Fed will help by printing more. Why worry?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199782083","repostId":1146338556,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":199788002,"gmtCreate":1620734294006,"gmtModify":1704347524893,"author":{"id":"3573788625955643","authorId":"3573788625955643","authorIdStr":"3573788625955643","name":"Alvin1975","avatar":"https://static.tigerbbs.com/beba0668af2d109b87221754e75935b3","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3573788625955643"},"htmlText":"Like and comment please.","listText":"Like and comment please.","text":"Like and comment please.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/199788002","repostId":1146338556,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4292020,"gmtCreate":1620734677847,"gmtModify":1680788116949,"authorId":3575256032463698,"author":{"id":3575256032463698,"authorId":3575256032463698,"name":"tearach","avatar":"https://static.tigerbbs.com/861adeae93387d8335f9550889bafb00","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":199788002,"type":1,"supId":0,"prevId":0,"content":"pls <u>like</u>","text":"pls <u>like</u>","html":"pls <u>like</u>"}],"langContent":"EN"},{"id":199711007,"gmtCreate":1620733749109,"gmtModify":1704347510003,"author":{"id":"3575938150774768","authorId":"3575938150774768","authorIdStr":"3575938150774768","name":"Qxz","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575938150774768"},"htmlText":"Hmmmmmmmm hmmm","listText":"Hmmmmmmmm hmmm","text":"Hmmmmmmmm hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/199711007","repostId":1146338556,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4291944,"gmtCreate":1620734073025,"gmtModify":1680788117020,"authorId":3575273190676019,"author":{"id":3575273190676019,"authorId":3575273190676019,"name":"ynngy","avatar":"https://static.tigerbbs.com/c3b764c34a3be814280b5ed823bbb9c7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":199711007,"type":1,"supId":0,"prevId":0,"content":"<u>hmmmmmmmmmmmmmmmmmmmm</u>","text":"<u>hmmmmmmmmmmmmmmmmmmmm</u>","html":"<u>hmmmmmmmmmmmmmmmmmmmm</u>"},{"id":4291946,"gmtCreate":1620734087037,"gmtModify":1680788116630,"authorId":3575273190676019,"author":{"id":3575273190676019,"authorId":3575273190676019,"name":"ynngy","avatar":"https://static.tigerbbs.com/c3b764c34a3be814280b5ed823bbb9c7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":199711007,"type":1,"supId":0,"prevId":0,"content":"<u>hmmmmmmmmmmm</u>","text":"<u>hmmmmmmmmmmm</u>","html":"<u>hmmmmmmmmmmm</u>"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":38,"commentSize":9,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}