(C) Reuters. The Fallacy of “Peak Everything”
Connected to the inflation conversation is the theory of “Peak Everything”. This idea is making its rounds through the investing world with shock waves of trading activity. Let’s talk about what it is…What it really means for the future of the S&P 500 (SPY)…And why, we will end up on the right side of action. Read on below to find out more….(Please enjoy this updated version of my weekly commentary from the Reitmeister Total Return newsletter).
What is meant by “Peak Everything?”
That we have reached the peak of the economic cycle and things only get worse from here. And that the Fed discussing that they will likely need to raise rates earlier than necessary is a sign that Peak Everything is soon upon us led to extended sell offs in all economically sensitive groups like mining, metals, industrials, autos etc.
The Fallacy of “Peak Everything”
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