You've got that the wrong away about. People buy stocks and assets because interest rates are low: the leverage of borrowing easily overcomes what people holdin

You've got that the wrong away about. People buy stocks and assets because interest rates are low: the leverage of borrowing easily overcomes what people holding cash are doing. Since the stimulus has passed the dollar has strengthened, and will probably continue to. People are assuming that interest rates will be going up due to increased spending and employment. As interest rates start to bite the value of stocks and real estate will slow down or reverse since they become more expensive to buy (with leverage), so it's not a great bet going forward.