The Taylor Report (8/9/22)
IF YOU THINK BOTH HIGHER RATES, AND RECESSION ARE BULLISH, AND INFLATION HAS BEEN DEFEATED.......CALL ME, I CAN GET YOU A DEAL ON A SHINY GOLD BRIDGE IN SAN FRANCISCO
IF YOU THINK BOTH HIGHER RATES, AND RECESSION ARE BULLISH, AND INFLATION HAS BEEN DEFEATED.......CALL ME, I CAN GET YOU A DEAL ON A SHINY GOLD BRIDGE IN SAN FRANCISCO
Remember inflation is transitory? Remember inflation has peaked? Those same voices tell us inflation will get back to 2% quickly and with little pain. Let that sink in.
THINK! EVEN IF THE FED CAN REDUCE INFLATION TO HALF OF WHERE IT IS NOW (9% to 4.5%) INTEREST RATES WOULD STILL NEED TO BE WELL ABOVE 5%-6% TO MAKE INFLATION GO AWAY.
EVEN IF INFLATION GETS CUT IN HALF (9% to 4.5%), INTEREST RATES STILL NEED TO BE HIGHER THAN THE INFLATION RATE TO "KILL IT." INTEREST RATES ARE GOING MUCH HIGHER. 6%-7…
Over thirteen years for fed stimulus to get inflation up. Now, just beginning to take stimulus away and raising rates. That doesn't go away in just a few months. It's a…
Inflation may (may) ease a little because of a recession........or, the fed eases off on raising rates to offset a recession which makes rates rise. Neither is good for…
What to do now? Get out of the way. You know what they say? Don't try to catch a falling knife. Well it's about to start raining knives. Just ask the crypto investors/…
Stay aware of what's really going on (recession possibility, rising interest rates, inflation, etc.) and reduce risk as needed. Bear markets do NOT end after only a few…
The end of the second quarter (6/30) is coming up. Expect selling across the board. Funds will want to show reduced market exposure to their investors, who won't to be h…
Listening to 'experts,' and telling yourself inflation has peaked, is like believing in the tooth fairy. Unexpected shocks (and there are many) have yet to hit. Just be…
I understand the urge to buy a big dip, but bear markets don't end after a few months. Been there, seen that. Remember, the same people who said inflation was "transitor…
NO SIGNS OF PANIC SELLING.....YET. INVESTOR COMPLACENCY HAS NOT BEEN FULLY TESTED.....YET. NOTE: BEAR MARKETS DON'T END WHEN YOU THINK THEY SHOULD. THEY END WHEN THE…