Jay Hatfield
๐ค SpeakerAppearances Over Time
Podcast Appearances
It's simply an unmitigated disaster to have rising energy and related energy commodities.
But the closure of the strait is impacting a number of commodities exported out of the Middle East, so like aluminum, steel, and fertilizer.
Alls we are are guinea pigs in their laboratory.
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The driver of this so far has actually surprisingly been earnings.
Six is a critical psychological barrier.
Six is a critical psychological barrier.
We do need the 30-year mortgage to be at six or below to get a real recovery in housing.
We do need the 30-year mortgage to be at six or below to get a real recovery in housing.
The underlying fundamentals, you know, they're not terrible, but they're not good either.
The underlying fundamentals, you know, they're not terrible, but they're not good either.
I don't think it's sell America that's a bit strong, but just maybe diversifying away a little bit from American assets and going into other areas like the euro, like the yen.