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This is NOT 2008 | Harris Kupperman
Forward Guidance
Is the Federal Reserve Going to Do 25s and Keep Doing 25s to Break Something Real?
I think the Federal Reserve historically is, you know, continued going to they break something. And I just don't know if the crypto bank is a, youknow, a something. But as you see things sort of like fraying around the edges, they're probably not too many hikes away from actually breaking something real. So where are you finding bargains? We know it's not in the banking sector. Where is it? Well, let's look at the other thing that dropped. A week ago, oil, and I'm talking about West Texas was just over 80; we got down to 65 yesterday. You can check out a sample report at www.blockworksresearch.com
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