The Investment Thread

Looks like Michael Burry is getting the same sense as I am about post-COVID speculation creating an over-exaggerated market recovery...


Well yeah. Markets and actual economic growth aren't in line. However, there is a lot of recovery growth in actual economic areas. There is employment demand. We do seem to have a skilled worker shortage.

Many of us were saying the market was getting too speculative before covid. It's all too focused on growth to drive prices vs cold hard cash. I mean, income growth is fine, but just revenue is Dicey.