Frankly, I'm sick of listening to "the sky is falling" type of sentiment.
Most of your entire post is what COULD happen. What MIGHT happen. NVDA MIGHT be fine from now until the end of the year and beyond! NVDA might ASTOUND with even BETTER numbers than forecast, quarter after quarter.
I could also say - What would happen IF there's a sudden breath through in cold fusion and cheap energy becomes a reality? What would happen IF there's a sudden breath through in quantum computing & AI? There MIGHT be giant leaps forward in science and medicine - people MIGHT suddenly be able to be cured of Cancer/Lupus/Parkinson's and a whole HOST of other diseases. Longevity in humans MIGHT be seen as something that be extended - people MIGHT suddenly start living until 150-200 years of age (not that I'd want to but whatever!).
What if cooler heads prevail and the Middle East becomes semi-peaceful again?
I prefer to look at the glass half full. You - and a sudden influx of MANY others here unfortunately - are looking at things in as dour a way as possible. You seem to thoroughly enjoy pointing out the bad things that MIGHT happen - with really no idea of whether they will happen or not! You are hypothesizing just like everyone else!
It’s always amusing when such a thoughtful, intelligent, objective post simply stating the state of things is characterized by people as “the sky is falling” . Chicken little you are not. It’s the modern generation’s new way of thinking that no matter how smart something is if it makes you feel negatively it therefore must be not only incorrect but also hyperbolic.
I will be all cash by September and let the world sort it out. We are overdue for a huge correction anyway. The younguns just think the market goes up forever. It’s all they have known
A realistic assessment of where things are at. Good post!
I don't disagree with the points you have made. However, it is unlikely those propping this economy up will allow it all to come tumbling down, two months prior to the election. They will pull out all the stops to insure the economy looks good through the election.
After that, anything is possible and a big downturn is likely. At least that is my humble opinion.