The Perpetual Motion Market

Published on: December 11th, 2020

Vincent Deluard argues that passive flows, endless QE, and stock based compensation are the 3 key factors leading to the equity and bond market’s perpetual upward motion and explains why inflation and “leakage” to gold and bitcoin will be the forces that restores the laws of physics and remind market participants that what goes up must come down.

Comments

  • PS
    Peter S.
    10 February 2021 @ 07:47
    Surprised that these reports does not get the same attention as the Videos. Thanks for the report. The under financed pension system is one of my major concerns, companies and states will need to cash up their commitments, and the workers are likely to prolong their careers for a number of years or accept a financially reduced elderdom. What would happen if we get a significant down turn of both the stock and bond market? /Peter
  • JK
    Jonathan K.
    20 February 2021 @ 17:40
    Excellent article!!! shared with several of my family members. Thanks Vincent!!!