RE:Jeremy Siegel view...That's the problem red , the fed is really focused on deflating personal wealth and inflation is the shiny trinket being used as the reason for the interest rate jackhammer . The BOE finally backed down after the government put out a growth budget , choosing to buy their own bonds rather than do an emergency rate hike .
The biggest dangers in the market today are governments making a mistake and starting a chain reaction they can't stop . This has definitely become a much different market in the past few months than it was even just last spring . There is a lot of liquidity being squeezed out but like trying to hold a beachball under water , eventually it pops back up .
This next month my advice is act like the oil paper market and stop listening to negativity (la la la , I'm not listening) . Let the movie play out because deep down , we know justice (and price) will prevail .