
A Fully-Priced Fed And The ‘Real’ Danger Zone
I've said this before, and it turned out to be wrong, so I hesitate to say it again. But I'm going t

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Hypothetically, what happens if we get into mid ‘22 with inflation still running at 3-5%?
Typo, mid ‘23
H-Man, if the 10″s hit 3, equities are going to roll over hard. After hours have the 10’s at 2.71.
Yet so many stocks are already discounting a recession, whilst some large cap tech stocks such as Microsoft are trading on a prospective PE of 31x. We live in a topsy turvy world!