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Saved by @olaotantc

This cycle is quite similar to the 2000-2002 TMT bust...

Lots of sharp bear market rallies, tech underperformance and similar to the TMT bust, very high odds that recession will land about a year after the start of the bear market in stocks.

Earnings declines are not priced in!

 To make matters worse, during the TMT bust, at this point of the macro cycle the Fed was already aggressively easing...

This time around, it is still hiking rates and doing QT!

Recession seems inevitable and highly likely the stock market is about to get a wake up call.
The stock market has NOT discounted the recession.

$SPX consensus EPS estimate for '23 is still flat vs. '22 and most money managers are anchored off this unrealistic number.

$SPX earnings likely to decline materially during '23 + this is likely to be the final shoe to drop.
During late 2001, $SPX did climb above its 200-day ma (head fake) whereas $NDX couldn't (similar to now).

Back then, semiconductors also rallied sharply but then the final leg down of the bear-market started and crushed all stocks.

Will be interesting to see how it plays out!

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IT WAS RISHI KANADA WHO GAVE THE ATOMIC THEORY & TALKED ABOUT THE GRAVITY OF EARTH, 2600 YEARS BEFORE AN APPLE FELL IN FRONT OF NEWTON'S EYES:

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Master Thread of all my threads!

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If you ever cross the distance and come to me, come with love that blooms in your heart.
~ Şems-i Tebrizi

#Reyyan #Miran #ReyMir #EbruŞahin #AkınAkınözü
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1
I have to make a note before writing about this episode. I was the person (still am) who thinks that bringing back D. was a bad idea. I repeat it that for me the writing of S1 and S2 is like tossed into the bin with that plot evolution, but they had to invent something+
#Hercai

2
+ to be able to continue to prolong the general story after Aslan’s story did not work out. All the suffering of M., all the crying seems for “nothing” for two seasons and we viewers are also kind of fed up in seeing him cry all the time when with the upcoming episodes+
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3
+he is justified the most to cry. With her resurrection now the attention shifts back to Miran’s storyline and I don’t know if I like this to be honest. This said, Dilsha is here and we have to deal with her.
#Hercai

4
So, my comments are going to be how I find they wrote her into the story, the details we get to know, the flashbacks we get to see, the way it was filmed and directed, with leaving out if I agree on it or not but describing along the way what I saw.
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