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So, we should be using mortgage rates as an input in valuing equities?
<<< Stars aligning for a pivotal moment in the economy. There is a mountain of cash available to be redeployed into equities. >>>
You've been warning of a recession, and now you see mountains of cash to be redeployment into equities? Based on your current views, recession is likely coming.
The mountains of cash doesn't add up. Unless you're talking about private equity sitting on a couple trillion, the vast majority of cash that has been moved into money market funds wasn't from nor will ever see equity markets.
<<< Why I took substantial losses & bailed RVNC - >>>
Yet, had that person bought shares when RVNC declined in 2021, vs selling shares, they would have had the opportunity to make multiples of their money.
Investing is all about buying low and selling high.
If you cannot handle volatility or a large drawdown in a given investment, then buy short term treasuries.