Escalation Not Reconciliation Prevails | Seeking Alpha
This is a bearish article that should be taken seriously since global tensions have not gone away, and the S&P is now declining along with small caps. The economy still looks good currently, but the Federal Reserve could cause an economic downturn if they are not careful. It is also very possible for stocks to go down before a recession arrives. This happened in the year 2000 while the short 2001 recession was in the distance. So, we should load up on defensive stocks like BIV, BND, TLT, TMF, and cash.
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