my comments would be: sure the Fed could go back to a QE etc and
the markets would go way back up and to new all time highs,
but...if you sat the average American down and explained in a clear
way so that they understood the ramifications: Okay the Fed can go
back to a QE environment and even start cutting rates; it will
cause the SPX to go to 6000, but it will also cause 25%, 35%, 40%
inflation, is that worth it to you just so that the SPX can get to
a new all time high?
I'd say the vast majority would NOT support going back to QE
just to get the stock market back up etc
again what Steve and I were discussing and warning about in late
2021 and early 2022 - guys the 'Fed' is in a real rock and a hard
place, there's no easy way or solution out of this. Which is why
when we kept seeing all the recency bias last year about people
calling for the bear market bottom all the timing, acting like
things can just be so easily fixed and the market to go rip roaring
back - guys just use some common sense, don't only look at a chart,
and look at the fundamental backdrop of things!
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my comments would be: sure
Here's a couple graphs that should hit home
Posted by matt on 19th of Mar 2023 at 02:29 pm
my comments would be: sure the Fed could go back to a QE etc and the markets would go way back up and to new all time highs, but...if you sat the average American down and explained in a clear way so that they understood the ramifications: Okay the Fed can go back to a QE environment and even start cutting rates; it will cause the SPX to go to 6000, but it will also cause 25%, 35%, 40% inflation, is that worth it to you just so that the SPX can get to a new all time high?
I'd say the vast majority would NOT support going back to QE just to get the stock market back up etc
again what Steve and I were discussing and warning about in late 2021 and early 2022 - guys the 'Fed' is in a real rock and a hard place, there's no easy way or solution out of this. Which is why when we kept seeing all the recency bias last year about people calling for the bear market bottom all the timing, acting like things can just be so easily fixed and the market to go rip roaring back - guys just use some common sense, don't only look at a chart, and look at the fundamental backdrop of things!