Dear Reader,
US and eurozone stock markets wobbled in the beginning of 2015. Personally, I think this is a sign of things to come. US and eurozone stock markets should post negative returns for 2015. Oil is close to finding a bottom. Tech stocks seem vulnerable. Apple, for example is in a correction territory. Apple, in particular, could suffer if the economy slows down due to its focus on the upper-intermediate segment.
Twitter, LinkedIn and Facebook are other candidates for a steep fall. Golds stocks seem good short bets at the current levels, since I think gold is about to post a steep drop in 1-2 years.
Eurozone 'periphery' yields(Spain and Italy) gyrate since 1 January on Greece. I think Spanish and Italian yields should start rising within the first two quarters of 2015.
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purposes, and do not constitute an offer or solicitation to buy or
sell any securities. The opinions expressed in the blogpost and posts on social networks(Twitter, LinkedIn etc.) are the
author's and they in no way express the opinion or official position of
Bulgarian National Bank!
Conflicts of interest: I may possess some of the securities or currencies mentioned in the blogpost and posts on social networks(Twitter, LinkedIn etc.)!
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