- 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.
For further details see:
Amidst The Market Carnage, A Silver Lining Is Emerging