Posted by DigiNomad on 4th of May 2023 at 04:14 pm
Inflation is an increase in asset prices. One of the largest
classes of assets whose prices he has to try and push down is
equities. You can't really be a bull and also actively work
to push down asset prices. I'm sure the "wealth effect"
that comes from equity and RE markets is very much on his
mind.
Inflation is an increase in
The FED is bulldogging asset prices down as much as ...
Posted by DigiNomad on 4th of May 2023 at 04:14 pm
Inflation is an increase in asset prices. One of the largest classes of assets whose prices he has to try and push down is equities. You can't really be a bull and also actively work to push down asset prices. I'm sure the "wealth effect" that comes from equity and RE markets is very much on his mind.
Totally agree, that just makes
Posted by simple_million on 4th of May 2023 at 04:30 pm
Totally agree, that just makes JP a "closet bull" :)
yep good points! you can't
Posted by matt on 4th of May 2023 at 04:25 pm
yep good points! you can't want to tame inflation and also want the SPX to be 6000