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Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map”
Forward Guidance
Valuations, Interest Rates, and Sentiment: Exploring the Relationship in Stocks and Bonds
In late 2021, despite speculation of a Twitter crash, people continued to use and post on Twitter. The speaker questions valuations based on discount rates and suggests that low interest rates benefit technology and growth stocks, while high interest rates are detrimental. They believe that crowds rely on simple thinking and narratives rather than complex calculations. The speaker highlights the overlooked correlation between sentiment in stocks and bonds, leading to a cycle of pessimism in 2022.
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