SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : The Philosophical Porch

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
chip
To: chip who wrote (12850)3/25/2022 3:52:55 PM
From: Rarebird1 Recommendation  Read Replies (1) of 26251
 
There is no question energy remains the cheapest sector in the Market. The problem is that if we take the Fed at its word, the equity market is going to get crushed, along with demand and the price of crude oil.

Most market participants like to rationalize how cheap the Market is. Although there are many stocks that are cheap, the major indices are trading at bubblicious levels.

Gold and silver ( which I am very long) are currently being held up by inflationary forces and the Russia/Ukraine war.

I have done well this year because I am a value fanatic and have a defensive portfolio.

Commodities will get hurt if the Fed plans on raising rates as often as they say they will over the next 2-3 years.

A game of chicken is being played by market participants. No one really thinks the Fed will do what they say they will.

I will listen sometime over the weekend.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext