VRA Midday Stock Market Commentary - September 15, 2022
VRA Investing Podcast · Vertical Research Advisory
September 15, 202211m 16s
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Show Notes
- 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