James Altucher von The Street.com zählt sieben bullishe Argumente auf:
- Private equity: “There’s roughly a trillion dollars sloshing around in the private-equity world [...]“
- Retail investing: “The retail investor still has not gotten back into the game. The cover story in the latest edition of Barron’s highlights that fact and offers various statistics that retail investors are showing nowhere near the level of interest they exhibited at the top of the bull market in 1999 to 2000. Until that happens, I don’t think we’re anywhere near a blowoff top.”
- Buybacks: “There are currently about $600 billion in buybacks under way right now.”
- Low-P/E oils and financials: “There’s only so low the market can go when 50% of the companies that make up the S&P 500 are trading at single-digit multiples of enterprise value over EBITDA.”
- Global economy boom: “Let’s not forget that 40% of the revenues of S&P 500 companies are foreign sales.”
- China: ” — increasing numbers of Internet users, increasing demand for oil, increasing demand for steel and cement, increasing demand for financial services — “
- Tech upgrade cycle: “Every aspect of technology is going to go through an upgrade in the next two to five years [...]“
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