@LonewoolfInflation is the canary in the room & the next few...

@Lonewoolf
Inflation is the canary in the room & the next few months will be key for markets imo. The market jitters are very real, as was witnessed last night in the FOMC minutes, when they mentioned tapering asset purchases, if required. Also Janet Yellen's gaffe was somewhat amusing but daft.
The Fed believes inflation is transitory in nature & will slowly return to the norm, albeit slightly elevated. However the market are on the other side of the fence believing inflation could rise rapidly & ergo rates to rise. Interestingly Iceland were just forced to do this.

Sector rotation from growth > value stocks has only increased over the months and will further increase is my guess, especially when the Fed narrative changes about rates.
Keep eyes on those CPI numbers...

I sold all my growth plays a couple of months ago. Companies that produce good sums of cash will be needed in this market because like the adage goes... Cash is king!
And what do we know? Fenix is creating quite a hefty war-chest