US Inflation and What To Do About It Message Board

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Strategies & Market Trends : US Inflation and What To Do About It

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Sisyphus

To: John Vosilla who wrote (789)	5/2/2018 7:49:55 PM
From: RetiredNow	1 Recommendation Read Replies (1) of 1504

I think it's much sooner to that to a re-valuation downwards by 40-50%. We have quadruple bubbles in stocks, bonds, oil, and housing. This is the everything bubble. Not sure what the trigger will be, but I think it is the relentless tightening of interest rates and QT runoff that will do the trick. I think yield curve inversion by 2H'18 followed by a recession. Somewhere along the way, inflation will raise its ugly head and stocks will dive more than they have already. Repricing is coming soon, IMHO. I still am at 33% cash, 45% short dated bonds and TIPS, waiting for my buying opportunity.

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