Mike Wilson from Morgan Stanley is calling for another 20% draw down in S&P500! In this video I explain what is ERP, and why it matters and why Wilson is making this call. Do you like to see more short video formats like this? Let me know.

@Ardi_Aaziznia, I love how you break down these complicated market topics. You are a born teacher. Keep the good stuff coming!

thanks 🙏🏽

Excellent points

hmm, I think his analysis is in too short of a time frame. we get to lvl in 2024-2025 we're going to be range bound til then; 370-450SPY... My thought is that without a big Swan event no one is going to sell to the lows of last year. Though later on, effects of QT take us there

As long as the Ukraine war in continuing and we are wasting our money on it and the higher interest rates are in, market ain't going up any time soon. Those issues must be addressed before the market can breath.

Thanks Ardi.

Thanks Ardi, much appreciate explanation.

Great analysis - I believe there has to be more downside for fed to get inflation back around 2%

Thanks Ardi . Great little vid

1min and to the point video - thank you Ardi