11 Comments

can rising interest rates backfire the Fed as mere rates don't rein in supply-side constraints

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You even created this table that shows that market is growing during rate hikes. Yet all the other content is contradicting the table, including the title "party is over". This is hilarious. How the market at -20% only turns even data analysts to irrational state.

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Good article, thanks.. I fully agree will with your vision, including raise in volatility.. Don't know if i am allowed to ask this here, but which kind of value stocks would you say are going to perform better for a value portfolio?

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No, party is starting... It's time to put reverse psychology into play, hoping that you had a good risk management and left money aside during the las year or so. Choose good growth stocks (value ones if you prefer, of course) and apply a good DCA strategy... the growth market is 30-40-50-60-70-80% at a discount! But that's me and my reverse psychology... you can buy when all retail starts buying again. Thanks for the article.

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