Fed Put for Market vs Fed Put for Society. Which way will they go?
3circleinvestments.substack.com
The question investors need to ask right now is whether or not there is a “Fed Put” to save the market if risk starts to get sold off further because of the beginning of their tightening cycle or whether there is a “Fed Put” to save society from having to experience unanchored inflation. For the last 20+ years, investors have been safely able to say the “Fed Put” is for the market because there has largely been no inflation, which has allowed a BTFD mentality that has served investors very well. However, I now believe the Fed is shifting from using its “Put” to save the market to using its “Put” to save society.
Fed Put for Market vs Fed Put for Society. Which way will they go?
Fed Put for Market vs Fed Put for Society…
Fed Put for Market vs Fed Put for Society. Which way will they go?
The question investors need to ask right now is whether or not there is a “Fed Put” to save the market if risk starts to get sold off further because of the beginning of their tightening cycle or whether there is a “Fed Put” to save society from having to experience unanchored inflation. For the last 20+ years, investors have been safely able to say the “Fed Put” is for the market because there has largely been no inflation, which has allowed a BTFD mentality that has served investors very well. However, I now believe the Fed is shifting from using its “Put” to save the market to using its “Put” to save society.