Well—the Fed raised interest rates for the first time in 3 years.
In case you missed it, Fed head Jay Powell claims the U.S. economy is “very strong.” We disagree with him. Our research team sees the U.S. economy on the precipice of a slowdown and “massive bubbles within the bubble” which will continue to pop.
In other words, you could say we think Powell is full of sh*t.
BE CAREFUL RIGHT NOW.
The Fed raising rates into a slowdown = a very dangerous environment for your portfolio.
We are helping investors prepare for this rising #Quad4 market risk. That’s why we included some FREE insights from Hedgeye CEO Keith McCullough below.
One more (strong) suggestion…
If you are serious about PROTECTING YOUR PORTFOLIO with more investing insights like these, check out Hedgeye's suite of investing products.
MAKE NO MISTAKE: There are particular moments in time to protect your portfolio.
This is one of them.
3 FREE INSIGHTS TO THINK ABOUT/PROTECT YOUR PORTFOLIO
1. US ECONOMY SLOWING FROM 7% TO 0%
“EVERYTHING Powell said about the US labor market and corporate profit cycle is yesterday’s news… Is the US economy already slowing, sequentially, from +7% in Q4 towards 0% in Q1? A: Yes.” -CEO Keith McCullough in a recent Early Look
2. MARKETS CRASH “100% OF THE TIME” IN THIS ENVIRONMENT
“You don’t raise interest rates into Quad 4 or you will blow up asset prices. This has been proven 100% of the time. I’ve never missed getting a Quad 4 market drawdown or crash right.” -CEO Keith McCullough on a recent edition of “The Macro Show”
3. “MASSIVE BUBBLES WITHIN THE BUBBLE”
“There are massive bubbles within the bubble, from crypto to NFTs to TAM Tech stocks to the private market. Wall Street was creating a series of parlor games where you get paid with a lot more vig. That works when the cycle is accelerating. It doesn’t when the cycle is decelerating.” -CEO Keith McCullough on a recent edition of “The Call”
Again, if you want to PROTECT YOUR PORTFOLIO with more insights like these, check out our investing research to get the most bang for your research buck…