Teeter: Valuations are a bit elevated, but we're nowhere near a bubble

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Robert Teeter of Silvercrest Asset Management says the markets will continue to struggle to come to terms with a Fed that's likely to remain on pause until at least June or July.
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Trying to be upbeat but it’s hard. $3T incr in public debt past 12 mos. Debt interest now greater than defense spending and slated to be greater than Medicare/SS spending next year. Oil going up means hot inflation. If Fed cuts rates that’s throwing kerosene on the fire. If they raise rates, which is what needs to happen, regionals fail.

We are in deep S. Please tell me I’m wrong, I’m missing something.

JohnReynolds-nilv
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knt
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Oh we're definitely in a bubble. Why lie so blatantly? Look at all debt, public and private. It's gonna be long, glorious fall.

AGuyJustDriving
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whenever "they" say we're not in a bubble
... we're in a bubble 🫧! 😂😂😂

GentlemansRelish