Don’t forget about risk vs return. Stocks generally do well with inflation as well, assuming they have pricing power and some earnings growth. The problem toda

Don’t forget about risk vs return. Stocks generally do well with inflation as well, assuming they have pricing power and some earnings growth. The problem today is that the fed has ignored inflation by using under-weighted statistics and manipulated rates to an artificially low level. This has created an imbalance that might snap (and may be starting to snap now) which creates a shock to currently bubble equities.