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Strategies & Market Trends : US Inflation and What To Do About It
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To: John Vosilla who wrote (994)4/18/2019 11:22:00 AM
From: RetiredNow  Read Replies (1) of 1504
 
I'm thinking the way this bubble is playing out, and considering what you said in your post, that we may be watching a very slow rolling recession, where the stock market gets cut in half, but it is very similar to 2001-2002, like you said, which means slowly the air comes out over a 2-3 year period, while the Fed takes rates to zero again and QE starts up again. When you see QE start.up again, that will be the signal to go long the stock market. I think QE will be different this time, though. QE last time was Treasuries and MBS to bail out the banks from bad mortgages. This time it won't be real estate bad debt. It will be bad debt from corporations that the Fed buys up. All that BBB rated debt that is really junkie, but hasn't been re-rated to junk yet.
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