11 Comments

Great insights! The only thing I'm still worried about is I thought in 2018 we had a marketwide sell off where here it's only high growth. Does the FED even care about high growth as long a the indexes remain strong? If you watch CNBC you would think this is just a normal dip overall? This kind of article does help either. https://www.cnbc.com/2021/12/06/a-major-shift-is-underway-at-the-federal-reserve-that-could-see-a-speedier-end-to-its-easy-policies.html

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Wow, Dillon, this was helpful. I will be watching for updates as I have plenty of cash to deploy. Thanks!!

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Hi Dillon. This piece was excellent. Obviously no one knows what will happen in the weeks and months ahead but your analysis makes the picture much clearer to me. Please keep up the good work on your newsletter. It’s greatly appreciated.

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