Apple’s Metaverse Prospects Produce Real Optimism for Investors
iPhone maker hasn’t disclosed its plan for the virtual world, but many are betting the company will introduce extended-reality devices
Correction 10-20% decline from ATH.
-11% so AAPL has entered correction.
Whole market down. Bitcoin tanking. Yet RE is booming.
No wonder no one here has been touting stocks lately
In Bay Area, stocks/crypto are the leading indicator, since they are the engine which generates down payments for housing. The folks who are ready to buy houses today in early 2022 are the ones who have cashed in their stocks/RSUs/crypto in 2021.
RE is lagging indicator. If stocks go down in a big way (20+ %) for a sustained period of time, then RE market will also begin to go down - maybe in 2-3 months.
My own personal take is that we hit a multi year peak in stock/crypto prices in Q4 2021. And that we are currently at a multi year peak for RE prices in Q1 2022.
I think new ATHs will be reached only in 2025 or beyond. Until then, everyone sit tight - do not sell your stocks or RE
AAPL was not an overvalued stock for about an year or so. It will be interesting to see how far low it can go.
FANGMANT are making tons of money, cash rich, dividend paying and part of major indices where investors put in money regularly. Nowadays people realize is financially worthwhile to borrow against FANGMANT stocks as collateral instead of selling, so prices of FANGMANT stocks are more stable.
Does this mean margin triggered sell-off is causing the current pull back on FANGMANT? 
In a sell off like this, prices are rediscovered. So, I will think prices to go down and then come back up if the investors still have money left and the multiples look attractive.
Margin sell off trigger selling of FANGMANT as cash not related to what I have said.
For any assets, crappy ones sell off first and best sell off last. In a recovery, best ones recover first.
I believe era of FANGMANT is not over yet. So should continue to be the leaders in next recovery. Ofc won’t be 5-10x in 1-2 years, that is for next generation of hyper growth stocks. What could be the megatrend? Metaverse?
Have we seen bottom yet? Or will it take another 9 months to play out?
Don’t fight the Fed 
I am not planning to fight anyone. I started as being a humble guy humbled a little more. The question is how much even FED can fight (or print) before taking everything else down with it?
Value stocks are doing well. Growth stocks with excessive estimates of growth and no earning are hammered. So Fed won’t change course that easily.
I think once the fed raise the rates and be a bit more clear about it (x more rates for this year, inflation stabilizing, etc), stocks should be ok. It might even rally hard depending on how deep this correction goes. I’m ready to pull the trigger at any moment. 
Stocks are crashing and Bitcoin is no safe Haven. RE is the only safe haven
Just you wait for 3 more months. If the stock market has not recovered from the ongoing sell off by then, then RE prices will also start to drop
As long as rents keep going up I am not worried . I remember the seventies. High inflation. Crappy stock market. Roaring RE prices. Inflation was berry berry good to me. See SNL reference.
