The Schaftlein Report

Schaftlein Report | Investing in a High Inflation, Rising Interest Rate Environment or NOT?


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Topics: 1) Federal Reserve kicks off 2-day policy Meeting - Will Bond Purchases end in March paving the way to higher Interest Rates? Tapering? *Will Interest Rates go up and how fast? Will this cause margin compression in high growth stocks? **Or will Inflation peak, growth accelerate and interest rates gradually rise? 2) Wholesale Prices were up 9.6% in November, the Fastest on Record EVER 3) Inflation is running at 2X Wage gains - If Inflation is so bad and forecast to be with us for longer, why are bond yields still so low? 4) The S &P 500, Dow Jones 30 and the Nasdaq are all within 2-5% of All time highs - Is the strength of the top 7 Mega Cap Stocks masking weakness in the over-all market? 5) In a sign of the times in the Crypto Market, Bitcoin is down 30% from its high while Dogecoin rallies 20% because Musk says Tesla will accept it for merchandise *Is this the greatest SCAM since the Dutch Tulip fiasco? Selling worthless securities that are not classified as such?

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The Schaftlein ReportBy Mark Schaftlein