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Hard Landing?, California Crisis, and Ready for Recovery 9/9/22

The Exchange

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The Mother of All Taper Tantrums

The mother of all taper tantrums. This was what we expected to happen in the first half of the year. We were going to have a fed policy related correction. Now, i wouldn't totally, is this very, very line is jump i on it for second tho do you think so? Your the stock market is not going to fall 20 % from here. I think that's thats highly unlikely that it would do. So if you want to buy some portfolio insurance, that makes sense. But i'm not totally dismissive of scott senario and downside quits or cheap.

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