Fed's Dot Plot และการปรับ Watchlist ของผม

I'm with you. It's tough to justify holding onto some of the more speculative growth stocks when the cost of capital remains so elevated. Have you started looking into specific sectors or types of companies that might be more resilient in this environment?

I'm with you on the 'higher for longer' feeling. It's tough to justify holding onto some growth stocks when the cost of capital remains elevated, even with a few positive inflation prints. Are you pivoting towards value plays or just rotating within growth sectors?

It's almost as if the Fed enjoys being the party pooper at the economic shindig, isn't it? One could argue their 'higher for longer' stance is less about controlling inflation and more about ensuring we all appreciate the simple joy of a balanced budget at home. Just kidding, mostly.