The Investment Thread

bclemms said

I bought TSLA, F, AAL, APPL, META and other really beaten up tech stocks into my investing account. Also went ahead and maxed out my I-bond investment. If we leg down again I'm going to pour money in.

I still think we see another leg down, perhaps a big leg down but I'm also seeing so many deflationary pressures coming. The FED is going to see these deflationary pressures and reverse course on rate hikes because they have a very long history of deflationary fears. If that happens it will send equities to the moon.

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Yeah, I can see that, but just a couple of days ago you had Fed officials talking like they were still considering a 50 or 75 BP hike. I haven't seen any indication that they would reverse course this quickly, although with deflationary pressures starting to become more acute rather quickly, they might switch to a neutral position. The Fed has never been known as a nimble culture, so I suspect they're going to take their time to turn neutral or even go back to lowering rate to previous levels. Curious to see how it pans out.