Stocks To Keep Heading Higher Until Inflation Starts Rising Again | Bloomberg's Simon White

Yet another analyst sees rising liquidity pushing markets higher through Q1

Wall Street was extremely pessimistic heading into 2023, and the year surprised to the upside.

Here at the end of the year, markets are now brimming with optimism and the S&P is trading close to it’s all-time high.

Is the momentum likely to continue?

Or will 2024 be another surprise year for investors, this time to the downside?

For an analyst's perspective, we turn to Simon White, Macro Strategist at Bloomberg and co-founder of the investment-advisory firm Variant Perception.

Like Michael Howell, Simon sees rising liquidity pushing markets higher through Q1.

But perhaps different from Howell, Simon fears a return of inflation could put a damper on things — though not likely until the second half of the year.

To learn his reasons why, click here or on the image below:

I’m so grateful to everyone who has made their way to Thoughtful Money already, especially those of you who have kindly supported me by becoming a premium subscriber to this new Substack. It’s making an important difference in helping me afford the substantial startup costs of birthing this new venture.

Premium supporters will receive my “Adam’s Notes” summaries to interviews going forward (yes, they’re back!), plus periodic advance-viewing and/or exclusive content not made available to the public.

My Adam’s Notes for this discussion with Simon are available to them below.

If you, too, would like to become a premium subscriber to this Substack (it’s only $8/mo if you subscribe before Jan 1, 2024), then sign up now here: