–There is a falsehood constantly perpetuated by the media that the end of Quantitative Easing (QE) will be bad for the market and you should worry about it. –This is hard to imagine given that the emergency which brought us QE has passed, and QE’s ability to keep rates lower may be greatly exaggerated. –Why is it that Chairman…
Tag: quantitative easing
Taper Myths–Don’t let Them cost you money!
–The Fed can’t taper Quantitative Easing without really hurting the market. –Tapering of QE will signal a shift by the Fed to tighter monetary policy –Tapering will signal the end an era of Fed ease and the onset of higher inflation and interest rates, the market’s eventual downfall. –The “Worst” case and what happened to stocks,…
When in doubt, return to the Covid-19 playbook!
The Covid Playbook It is simple … sell the old economy (cyclical), value and anything considered risky (small cap). buy large cap, dependable growth (tech), i.e. the bulletproof, the innovators. Valuation doesn’t matter you just need to be somewhere with immunity to the economic ravages of the renewed pandemic. We just saw this occur over the…