Hi everybody
i´ve been thinking about the issue everybody is talking here, why stocks keep going up while bond market , gold, silver, are "screaming" a decouple of economy and also USD is depreciating so much lately.
Well, giving around my head , why would make sense to dump US treasuries and buy stocks in an scenario like this?
And i got to the principle of what is a bond and a stock. Basically it could make sense this play of dump US treasuries , which is a US Debt, and buy stocks which is a Title of ownership of a business.
And MAG7 (ex tesla for me) , provides a really confident play to a large scale business that will thrive even if USD collapses or if USTreasuries collapse. Basically they will keep providing software, chips, social network, IA, etc .
Could they be the next "Save to heaven" assets once the silver and gold rally overs? i dont know, just wanted to share this tought to check with you your opinions . Maybe this makes no sense after all, but right now makes sense to me.