QVMS - Amidst The Market Carnage A Silver Lining Is Emerging

• After 6 months of relentless-selling, the bond market, stock market, and real estate are at an inflection point.
• There is technical confirmation in the sentiment charts that we have reached a pessimism rarely found in the markets, and from which a basis of demand could soon begin.
• The Fed's tightening combination of interest-rate hikes and balance sheet reduction will quickly slow the economy, putting a ceiling on yields.
• A bond market rally is coming.
• It is time to nibble at high-quality ETFs or stocks in beaten down sectors such as the SPY, QQQ, TLT, and the Travel/Hospitality sector.

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