Market Review and Trends
Why I think Stocks will Drop in 2022
By Financial Horse  •  January 15, 2022
About a year ago, I wrote a macro article where I suggested that Cathie Wood’s ARKK would become a big problem on the way down. I got a lot of hate for it back then. But fast forward a year, and ARK is now down 50% from highs. So here’s another macro prediction for 2022. I think 2022 is going to be the most adverse macro environment for stocks since 2018. And I think risk assets generally are going to be in a world of pain this year. For the record, this was what 2018 looked like for the S&P500. It basically went nowhere for a year, and finished it off with a massive decline. What is my (or everyone’s) base case? My base case for 2022, is that: Q1 2022 By and large, things should still remain orderly in Q1. Growth is decent, inflation is rising, and Quantitative Easing (QE) is still in play. Q2 and Q3 2022 Where things start to get rocky....
Read the full article
By Financial Horse
Financial Horse was founded with a simple goal – To provide high quality financial commentary, in plain English. He is a firm believer in Einstein’s quote that “If you can’t explain it to six-year-old, you don’t understand it yourself.” Too much of finance is shrouded in complex jargon, and Financial Horse aims to demystify financial investments.
LEAVE A COMMENT
LEAVE A COMMENT

Your email address will not be published.

*

Your Email Address will not be published
*

Read More Articles
More from thefinance