Fed rate increase = lower hifi prices?

In your entire career or experience, has any reputable firm EVER made such a forecast? I don’t recall ever seeing anything like that…even doomsday cults stopped using exact dates.

That sounds like something I see from people trying to get me to buy stock newsletters.

@ghasley No, and I thought it was rather absurd and useless so I didn’t even address it. In my business we had some of the best economists in the biz and I ran all manner of econometric models that generated pretty respectable numbers (high R-squared, low autocorrelation/heteroskedasticity, etc.), and I found just trying to forecast the next year to be at best a crapshoot much less 13 years out.

We can't even predict a narrow set of critical commodities to battery manufacturing 6 months out, how one could accurately predict the world economy out a decade seems open to competence questioning.

Please poke as big of holes as you feel is appropriate in anything I say. I won't take it personally. Is that earnings yield not based on growth?  Since you have done the research are you able to share some simple math for discussion?

Look man, I spent many years doing primary research, quantitative analysis, and market strategy on Wall Street, so yeah when you throw some BS generalities out there with no justification that contradicts my experience I’m gonna say so.  Sorry if that hurts your feelings.

Honestly, feelings are not hurt at all. I really do want to see the basis of you analysis so I can understand it better.