• Jul 01, 2022
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  Semi conductors versus longterm bonds being analyzed by CNBC

  
  

  Semis down versus longterm bonds up.
  

  
  

  Talking about going back to 2020 levels as a baseline. That's because then we were not in a rising rate environment, we had a huge tailwind to the overall market, a huge pull forward for semiconductors, hardware, everything across the board, but now we're in a rising rate environment, and everything is calculated on discounted cashflow. That's why tech stocks will run (upwards in value) when rates are low and not when we're in a rising rate environment.

  
  

  2020 might not even be the right thing to look at, because then there was no inflation, and rates were at zero. So equities maybe should be valued even worse than that.
  

  
  

  #Technology
  

   
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  <div><b>Semi conductors versus longterm bonds being analyzed by CNBC</b></div><div><br></div><div>Semis down versus longterm bonds up. <br></div><div><br></div><div>Talking about going back to 2020 levels as a baseline. That's because then we were not in a rising rate environment, we had a huge tailwind to the overall market, a huge pull forward for semiconductors, hardware, everything across the board, but now we're in a rising rate environment, and everything is calculated on discounted cashflow. That's why tech stocks will run (upwards in value) when rates are low and not when we're in a rising rate environment.</div><div><br></div><div>2020 might not even be the right thing to look at, because then there was no inflation, and rates were at zero. So equities maybe should be valued even worse than that. <br></div><div><br></div><div><a href="http://landandseajournal.com/post/hashtag/Technology"><a href="http://landandseajournal.com/post/hashtag/Technology">#Technology</a></a><br></div> 

  Semi conductors versus longterm bonds being analyzed by CNBC

  
  

  Semis down versus longterm bonds up.
  

  
  

  Talking about going back to 2020 levels as a baseline. That's because then we were not in a rising rate environment, we had a huge tailwind to the overall market, a huge pull forward for semiconductors, hardware, everything across the board, but now we're in a rising rate environment, and everything is calculated on discounted cashflow. That's why tech stocks will run (upwards in value) when rates are low and not when we're in a rising rate environment.

  
  

  2020 might not even be the right thing to look at, because then there was no inflation, and rates were at zero. So equities maybe should be valued even worse than that.
  

  
  

  #Technology
  

   

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