However, I am pretty sure that we are at the very late stage
of the economy cycle that has been lasting for about 10 years. Unless capex continues to pick up across the board, I wouldn't buy at the correction.
10% sounds a lot but it is not really compelling. The earning growth driven by the new tax cut pushed the market up in 2018 but the growth at the margin next year won't be nearly as strong as it was this year.
http://blog.wenxuecity.com/myblog/72332/201803/38891.html
说服LG最近几个月会买一个MULTI-FAMILY HOUSE。。。
跟这里的地主学学。。。 股市不大跌， 他还说服不动。。
If yes, what do you think?
Any moving parts would possibly change your view? If yes, wait. If no, why not?
of the economy cycle that has been lasting for about 10 years. Unless capex continues to pick up across the board, I wouldn't buy at the correction.
10% sounds a lot but it is not really compelling. The earning growth driven by the new tax cut pushed the market up in 2018 but the growth at the margin next year won't be nearly as strong as it was this year.
the recession next year, accelerated from 2020 he noted a few days ago.
The trade issues are overwhelming market participants.