Hi everyone, thank you for taking the time to read this and think with me.
The current rally made me think about a scenario which I see playing out in the near future.
Scenario:
The current rally will drive inflation further up and will scare the FED and CB’s around the world. The next rent hike will be a response by the FED and will be higher then expected. This will either crush the current market or make no difference at all and drive inflation even further (as this new rent hike will not have next to no effect).
Besides that, a new energy crisis is looming coming winter, for europe at least. Covid might be back in a lesser form.
And a war between China and Taiwan is starting to become pretty likely, so much so that the US is going to spend 56B to start up a chip production line in the US.
This is a scenario that I see play out. How do you guys feel about this? If you have a different view please explain this in detail so we can discuss and I can learn.
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