STOCK MARKET WATCH -- Friday, 17 June 2022

[bucolic_frolic]

2. Assets being repriced by meltdown, or US dollar being diluted by latent QE effects?

Stocks catching it from all sides. But as the KSS takeover last week witnessed, assets can become cheap and desirable. I see dozens of tech companies in a meltdown, and some of them only related to tech. It's been said that the next 10 years will be the era of growth in software companies, but to me they're just a representation of reality built to squeeze inefficiencies out of stocks, they don't have that much power themselves. Of course, I've been wrong before.

LEN INTC ABT MU NKE DIS all down at least 15 points over about 2 weeks ago. 15 points. Grab the short side of that.

High dividend stock ETFs beaten up with high yields (some dividend reduction in some companies will happen), and energy companies and their runup are frequently a component.