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Tough Spot For Fed + SVB Coffee Crisis Chat

MRKT Matrix

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Is Nobody Doing the Work?

In zero interest rates high liquidity environment nobody needs to do the F and work because everything goes higher and everybody's a genius we're in an environment now where I think you're going to be rewarded. We are dealing with a knockdown dragout longer type of malaise that could go on for a few years actually and that's separating the economy from the stock market. When we do start to see earnings start to come out for Q1 I do think we'll get a downward revision in S&P earnings for 2023.

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