Vertical Research Advisory

VRA Midday Stock Market Commentary - September 15, 2022

Informações:

Sinopse

- Seasonal weakness leading to sensational buying opp - Cathie Wood, Elon Musk & Jeff Gundlach (bond king) agree; the Fed is making “another” policy mistake - J Powell is NOT Paul Volcker - Deflation and lower rates, the theme of 2023 - BofA portfolio managers; most bearish since 9/11 - Best buying opportunity for bonds in 20 years approaching