10 Tweets 10 reads Jan 13, 2023
Market consensus seems to be for a tough 2023 and market enthusiasm is weak , but will market surprise everyone with upside or follow the consensus , here is a thread covering the view on the same ( 1/10) #stocks #cryptocurrencies #gold #Silver
As we have been highlighting , inflation peaked out few months back & with latest data being flattish MoM for US, it is becoming highly probable that we would have good YoY numbers soon for inflation which will prompt Fed to stop rate hike sooner than later(2/10) #Fed #inflation
Financial markets have also started to realise the same with Equity sustaining previous lows and bouncing strongly from those level in US. Equity market in Europe and China have witnessed sharp rally offlate ( 3/10) #spx #DAX #DowJones #stock #equity
10 Year US Bond yields are down almost 100bps from peak and DXY has also fallen more than 10% from peak , signifying risk reduction in market ( 4/10) #DXY #Fed #bonds
Crypto market did not go down much even after one of the biggest scam witnessed in its history (FTX case) and breaking out of upper range of last 3 months (5/10) #cryptocurrencies #BTC #ETH #ftxscam #Polygon #SOL #Avalanche
Indian market also sustained Dec low with the sharp bounce from yesterday low and small cap stocks are witnessing accumulation offlate (6/10) #Nifty50 #smallcap #StocksToBuy
As we have been in falling / is in risk off environment for last 18 months , selling seems to be getting over , leverage in system are low and portfolios are light on position, poising for upmove (7/10) #StockMarket #cryptocurrencies #GOLD #Silver
Market participants are convinced that recession is coming as a result of which enthusiasm is low with no returns expectation in 2023 , however consensus seldom works in market (8/10) #StockMarket #behavior #consensus
Thus, we believe that time has come for market across the world to witness a rally over the next few months across stocks , crypto , gold , silver (9/10) #StocksToBuy #cryptocurrencies #ETH #BTC #GOLD #Silver
However , it will not be a secular bull run & themes/ leadership / investing style would be different than seen in recent history,divergent returns across countries ,I will be covering the same in seperate thread soon (10/10) #StocksToBuy #cryptocurrencies #gold #Silver

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