iBankCoin

Brandywine Global: We’re Gonna Rally Like its 1999

This is supreme horseshit of the first magnitude.

The differences between the economic outlook and conditions of 1999 to now are so numerous and perverse, I’d be lowering myself to 3rd grade discourse by addressing them. Let’s just summarize the discrepancies as ‘wide-ranging’ and ‘broadly different’, in regard to the depth and growth trajectories concerned. After all, when was the last time the internet was invented?

One of the lemmings from Brandywine Global says we’re gonna reflate like it was 1999. He cites Fed policy divergence from other central banks, a strong dollar, and subsequent collapse of commodities being boolish for stocks.

In the very next sentence, he then says the Fed will remain dovish and commodities will rally, which will bode well for emerging markets–because ‘they’re soooo cheap’, like Oh my God cheap.

He makes zero sense, whatsoever.

This guy wants to eat his cake, eat it too, then have more cake delivered to him via Fedex to repeat the process. Instead, he will get, eventually, the black flag– and driven out from existence in the world of professional money management.

If you enjoy the content at iBankCoin, please follow us on Twitter

16 comments

  1. aformalcat

    When can I short $spy?

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  2. superpositron

    He’s going to have his wontons squeezed come June.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  3. frog

    Where are the Devil Dogs? They are the ones who make the market go up.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  4. tmmdn0

    Fly, you’re the greatest.
    May your statue be erected (no homo) in a prominent location on the island of Manhattan.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  5. frog

    Looks like we’ll get Clinton in the White House, like in 1999. If the stock market does a 1999 rerun also, most folks will be fine with that.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
    • Dr. Fly

      Shortly thereafter, we got 9/11.

      how wondrous.

      • 0
      • 0
      • 0 Deem this to be "Fake News"
      • frog

        9/11 was on Bush’s watch, and he ignored the warnings that it was about to happen. If we keep sharper people in the White House, who actually pay attention to the intelligence reports they receive, things could go much differently.

        • 0
        • 0
        • 0 Deem this to be "Fake News"
        • sweetbillyv

          False. Remember 1993 WTC bombings or the OBL fatwa in the mid 90s?

          Ramzi Yousef was KSMs nephew. We didn’t see the threat. We were more focused on how many times Bill was dropping his pants for women other than Hillary…

          He had several times to take him out but he didn’t and remember had Gore been elected you wouldn’t be blaming him.

          • 0
          • 0
          • 0 Deem this to be "Fake News"
      • frog

        It’s not false. Bush had specific warning shortly before 9/11 that he ignored. Regardless of that, in the future we need to elect people to go in the White House who do pay attention.

        • 0
        • 0
        • 0 Deem this to be "Fake News"
        • sweetbillyv

          Add the WTO status for China to become a regular trading partner in Dec 2000. Post 2000, see the trend for manufacturing jobs…

          Clinton fucked us royally. Open your eyes bruh.

          • 0
          • 0
          • 0 Deem this to be "Fake News"
      • moneybagz

        Frog Clinton had OBL in the crosshairs and didn’t pull the trigger Multiple times https://www.washingtonpost.com/news/fact-checker/wp/2016/02/16/bill-clinton-and-the-missed-opportunities-to-kill-osama-bin-laden/

        • 0
        • 0
        • 0 Deem this to be "Fake News"
  6. gsofield

    The Fed has shit the bed. Whatever their course of action it should be viewed as bearish. Raise rates = not so good for stocks. Don’t raise rates = economy not so good and therefore bad for stocks. Either way they have no credibility and this market is punch drunk and ready to hit the canvas.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  7. it is showtime

    He Chinese. He see upside down. Memo say. 666. No 999

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  8. joyous__ending

    I told you suckers this was not 2008
    The Black Swan is as likely to hatch tomorrow as it is 10 years from now.
    You will just as likely be dead waiting for it to come again.
    Buy dips in the index, or dips in stocks that make earnings or beat each quarter

    • 0
    • 0
    • 0 Deem this to be "Fake News"
    • it is showtime

      a run of the mill manipulated restoration of stock index levels negates the
      case/hope/outcome for thee black swan…?…?…?
      havent died waiting you will be dead wrong
      Endgame… is… coming… fast

      • 0
      • 0
      • 0 Deem this to be "Fake News"