My take is as follows: The rate hike / strong dollar narrative with Warsh will be a temporary regime. The only way to fix the debt problem is to inflate the debt away. Raising rates Volker style is political suicide - never going to happen. Liquidity is currently fleeing the places that actually have intrinsic value, same thing happened in 2000. The following year, Michael Burry was up big while S&P got deetroyed. This is the time to buy and hold quality.
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