User 143167

4 Sectors to 'Buy in May'

The problem is: If the oil and inflation keep rising, how could 10Y Treasury Yield keep under 4.5%?

4 Sectors to 'Buy in May'

So you basically believe Financials will write up its losses, oil and commodity prices will go even higher, dollar will be on reverse course, the globl economies will do just great in years to come, house prices will rebound soon. Man, you are NOT contrarian, but a PERMA-BULL. What else can go wrong on your list?
But, just wait a minute, if what you are predicting are ALL true, what number of inflation will it be in the US and around the world? Will it be a 1974 again? Do you believe the Fed can keep FFR as low as 2% in your scenario?