Stock market crash reasons. A thread.
#stockmarketcrash

Huge imbalance between economic situations and stock market. Markets at all time high and economy drops 32.9% in worst GDP report ever.
#marketcrash

Interest rates down to 0 in US. RBI repo rates at 4.4% lowest ever. Added with huge QE (quantitative easing).
#marketcrash

Both interest rates and QE driving the stock market higher.

Increased retail participation. Zerodha records 100% increase in March 2020.
Resulting in novice traders just stacking up seeing a bull run.
#markecrash2020

Record high unemployment in the US. Same in India.
But markets doesn't reflect that.
#stockmarketcrash2020

Lets track some smart money.
Warren Buffett selling all his airlines.
Having 137 Billion dollars in cash and still selling stocks.
Not buying any stocks in entire 2020 (Dominion Energy exception).
Investing in Gold. ( A bet against stock market?)
#WarrenBuffett

Selling huge amounts of bank stocks including selling entire stake in Goldman Sachs. Even JPMorgan Chase and Wells Fargo.
#WarrenBuffett #StockMarketcrash

@RayDalio

1) Short term debt cycle (8-10 years) 12 years since 2008.
2) Long term debt cycle. (50-75 years). 75 years in 2020 from 1945 bretton woods agreement.
3) Productivity. Well amongst unemployment and bankruptcy. Well markets at all time high.
#marketcrash

In Indian context,
Shibu ex-infosys CEO sold 800 crore of shares.
Aditya puri sold 700 crore of shares.
Mukesh Ambani sold one-third equity.

What do they know that we don't?
#indianstockmarket

Market recover beyond impressive or too good to be true?
#marketcrash.