Super short,
you are bullish or bearish?
And why?
I m bearish because of the macroeconomics around the world and the try "politics" try to sell " all is fine".
Inflation can be pain,
The housing market can go to "zero" ( not really zero but a pain if people lose their job and have to pay the high loans).
And even worse, with every % rates increase, the purchasing power of home buyers goes lower.
And way more.
Some fun at the end:
Here is a model Karen:
Europe is fucked only for energy problems alone. This will put everything down and send the euro in the direction of zero. Funny because its a self made problem.
Go woke and go broke.
USA deals with high inflation and overheated markets and the same macro economic problems ( maybe less but still the same like supply chains).
For me it is really hard to get bullish,
How about you?