If this post goes off, it means that i have passed my covid test in Korea and is currently there now for a few days. I would like to share my own views on how i see the macro in general. Though i would put a big DISCLAIMER that i am not skilled / experienced in such things and is just purely my own small view. (In a Nut Shell Based on My Knowledge) America (Commentary) -May 2022 annual inflation rate 8.6% driven by food cost and energy prices. Highest since Sept 2005, seems like an unchartered territory for most investors such as myself. -Tech sell down continues, as of 14 June S&P 500 is already down 20% YTD. Nasdaq down 30% YTD. -Talks of interest rate hikes being quickened continues as PMI continues to be above 50 indicating the economy expanding. (Manufacturing PMI 57.5, Services 53.5) Views: First off, i don't think that the US market is anywhere near 'cheap' especially we are a long way off the 2020 lows....