I'd like to start sharing my stock picks and investment strategies. I'll also be voicing my opinion on current market conditions and major financial news. My goal for this forum is to get feedback on my investment decisions and to get a discussion going with like-minded and unlike-minded investors to further my understanding of the markets and finance in general. I'll post some more about myself below and upload a short financial report I've recently completed on where I think the market is headed in the next couple of years.
Here's a little report I recently finished on where I think the market currently stands. To summarize I think the market is severely overvalued and overdue for a recession. Interest rates have been too low for too long and corporate debt is shaping up to be a big problem, when I write my next report I'll dive further into this. I took inspiration from Howard Marks memo "This Time It's Different" linked below. I recommend giving it a read and subscribing to his memos that he writes every quarter or so. https://www.oaktreecapital.com/docs/default-source/memos/this-time-its-different.pdf