“Stocks for the long run” against “Irrational exuberance”
Jeremy Siegel и Robert Shiller о Is the Recession Over?
Interestingly. Jeremy Siegel 100% is missing an important (and here's the catch, maybe that's why he misses, what does he think is not important) moment speaking – the only question is how intense the recovery will be, 3% there or 5%. IMHO, even between 3% And 5% huge difference. even 5% this is already too little in a year and can provoke a dub dip (balance sheet recession, or consumer, or public debt, or..).
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By the way, about 5% GDP growth in the first quarter in Ukraine.
don't you think, that this is a little star. this is what you need to count on to get +5% at the end of the year? oil on 666 and steel by 6666?) and this is also with the risks of accelerating inflation..
