After the Federal Reserve suspended rate hike, what types of assets should we bet on in the next market rally? - To The Moon

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- IsleighIsleigh
  ·15:26
  The Fed Paused. Do Not Buy Everything. These Are the Assets I Want for the Next Rally.
  $Strategy(MSTR)$ $Circle Internet Corp.(CRCL)$ $Micron Technology(MU)$ The Federal Reserve just held rates at 3.75%-4.00%. Stocks finished higher. And the easy conclusion is: Fed stopped hiking = buy risk assets. I think that is too simplistic. This was not a dovish pivot. It was closer to a hawkish pause. Economic growth remains strong. Inflation remains elevated. And two policymakers actually wanted another 25bp hike. So I am not positioning for: “Cheap money is back.” I am positioning for something more interesting: “The cost of money may have stopped getting worse.” Those a
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  The Fed Paused. Do Not Buy Everything. These Are the Assets I Want for the Next Rally.
- IsleighIsleigh
  ·15:26
  The Fed Paused. Do Not Buy Everything. These Are the Assets I Want for the Next Rally.
  $Strategy(MSTR)$ $Circle Internet Corp.(CRCL)$ $Micron Technology(MU)$ The Federal Reserve just held rates at 3.75%-4.00%. Stocks finished higher. And the easy conclusion is: Fed stopped hiking = buy risk assets. I think that is too simplistic. This was not a dovish pivot. It was closer to a hawkish pause. Economic growth remains strong. Inflation remains elevated. And two policymakers actually wanted another 25bp hike. So I am not positioning for: “Cheap money is back.” I am positioning for something more interesting: “The cost of money may have stopped getting worse.” Those a
  136 Comment
  1
  Share
  Report
  The Fed Paused. Do Not Buy Everything. These Are the Assets I Want for the Next Rally.

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