Fed rate increase = lower hifi prices?

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

Sorry, I meant to say hurting your feelings was not my intent at all.  To answer your question, you can’t just look at growth and inflation and hope to predict where stock prices are going.  We use seven proprietary models that track the economy, the Fed. stock valuations, bonds, technicals, etc.  It’s not until we pull all those factors together that we get a clearer picture of the stock market.  This is why I’m saying just looking at inflation and growth and saying stocks will collapse just isn’t sufficient information to draw that conclusion.  And no, I will not share more details about our models as they’ve been developed over many years.  I will say that when the disparity between the earnings yield and bond yields is this high, betting against stocks is rarely a good idea.  Again, FWIW. 

Oh my feelings are just fine. My questions about your reasoning are quite valid since the Real Earnings Ratio is the worst it has been in 80 years hitting almost -4% and it almost always is a leading indicator of a recession and stock market decline at least near term. Your assumptions seemed based on a rapid return to lowish inflation? However many disagree with a near term (<1 year) chance of that happening say like Bank of England economists.  As well due to the unusual conditions of the last two years there is a larger than normal differential between operating earnings and core earnings suggesting the Real Earnings Ratio is effectively worse. Then again I could read 50 analysts predictions for this year and all would be different the only consistency that a recession with inflation will be bad for valuations. Whose crystal ball is best?

The USA had negative GDP growth Q1. Russia had positive Q1 GDP growth. The Euro is now trading at 1.06 to one usd. Look at a one year chart for the euro. The times they are a changin. 

"price gouging"....lol......as if printing money endlessly, massive deficit spending and handicapping domestic energy have nothing to do with it......same old political shill