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Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

Focused Compounding

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Do You Still Think About Investing?

The biggest factor is the price of stocks because that's the biggest issue in that it moves a lot more. Mortgage rates, let's say so for instantly 30-year mortgage Could be close to being like what you'd expect in stocks in returns and stocks Obviously a year or two ago You'd expect returns and stocks to be double or something with that mortgage rates a big mortgage rates went up a lot Stocks got a little bit better expected returns than them but obviously there's some things that are competitive with that sure yeah Somebody actually recently brought me a one-off deal It was a real estate thing.

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