tag:blogger.com,1999:blog-267434087271634120.post56498229086097392..comments2023-10-17T18:19:40.705+08:00Comments on The Bedokian Portfolio: The Dreaded “S” WordBedokianhttp://www.blogger.com/profile/10830693656509435888noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-267434087271634120.post-10692549428459542522022-07-12T23:20:46.172+08:002022-07-12T23:20:46.172+08:00Hi there!
True, the raising of interest rates to ...Hi there!<br /><br />True, the raising of interest rates to combat inflation is a bitter pill to swallow for the markets, at least in the short term. We could call it a necessary evil.<br /><br />But it is also at these times that we could look for bargains in fundamentally-sound counters.<br /><br />Cheers!Bedokianhttps://www.blogger.com/profile/10830693656509435888noreply@blogger.comtag:blogger.com,1999:blog-267434087271634120.post-86798460516176754162022-07-11T16:01:49.459+08:002022-07-11T16:01:49.459+08:00Good thing is that everyone keeps talking about it...Good thing is that everyone keeps talking about it. Powell & co. are determined not to repeat the mistakes of the 1970s -- "unconditional" effort to kill inflation even if it takes a recession to do it. <br /><br />0.75% Fed hike end July is 100%.<br /><br />If another 0.75% in Sep, that'll cause another -10% drop in stocks but will be good inflation-wise.Unknownhttps://www.blogger.com/profile/02938450718690565242noreply@blogger.com