Close Menu
    Investing

    Oil bouncing back is why I’m not treating this as a clean all-clear yet

    This morning I’m not really reading the board as “problem solved.”

    A couple of sessions ago the easier story was softer dollar, lower oil, and a cleaner relief move. Now oil is bouncing back, the dollar is firming again, and that makes the whole macro picture feel less settled.

    From an investing angle, that matters because energy staying elevated is exactly the kind of thing that can keep inflation sticky and make the path for rates less comfortable again. So even if risk assets hold up, I’m still not calling this a clean reset.

    If I had to simplify it, softer dollar was the relief trade, but oil is still the thing that can ruin the easy version of that story.

    Oil bouncing back is why I’m not treating this as a clean all-clear yet
    byu/Zestyclose_Mail_4569 ininvesting



    Posted by Zestyclose_Mail_4569

    7 Comments

    1. purplebrown_updown on

      Honestly, the best strategy for this mess is to not panic sell, hold, and just stop watching the market. It’s a complete shit show. I think the GDP is going to go negative, inflation will stay stuck at 4-5%, and AI spending will continue and will force a lot of companies to fire a shit load more people. Those are my takeaways.

    2. NaiveChoiceMaker on

      I don’t think any sane person thought we were remotely near an “all clear.” No one can even agree on what the ceasefire says, let alone if anyone is abiding by it.

    4. Life-is-beautiful- on

      You are looking for the waves to die down in an ocean. It never happens. There will be something out there other all the time. Your investment strategy should be good enough to sustain all these OVER THE LONG TERM.

    5. Marshall_Cleiton on

      There’s a 50/50 chance either I’m not smart enough to understand a thing you said, or you’re talking mumble-jumble fancy words that actually don’t meant anything

    Leave A Reply