i read some articles last night that made me turn bullish. they gave very good reasons why the fed will never go through with all their talk, economy is #1 priority to them, and people's pensions will crash if they really are committed to fighting inflation. this tech bubble will roar on, very high inflation will remain for years to come.
many analysts have commented they hope the bond market will do the job for them by talking tough, and the rate hike/QT will quickly stop. once the market realizes this the next 30 year bull market begins.
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Shanthar Pathmanathan, MD
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