
Time to Sell Weakness?
What Goes Up
Is the Fed Leaving the Transitory Phase Lower?
With about one quarter of us household assets invested in equities, and the fed retiring the transitory phase, the feds implied put is lower. The equity market's economic real impact is higher. A really weak stock market, sort of depressed consumer spending, consumer confidence, and eventually, you know, put that fed pud into play. Walk us through hollow you see all that playing out this year.
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