- The Fed started a new interest rate hike cycle. Interest rates are now expected to be raised from 0% to 2.8% by 2023. Chairman Powell is sounding very hawkish.
- This news is scaring a lot of investors and potentially you too. Will this policy cause a recession? Will it push growth stocks down even further in bear market territory?
- I provide you a theoretical background around interest rates and will follow this up by its historical impact on stock market returns. The outcome will surprise you.
- If you really care about your portfolio returns, there is something much more important to follow up than interest rates. We discuss what and why it is making us an aggressive buyer in today's market.
- However, we are very skeptical in our stock picking. I discuss which stocks to avoid and where we believe the winners can be found. I share two of our favorites.
For further details see:
What Rising Interest Rates Really Mean For Your Stocks In 2022 And Beyond