TSX:AX.PR.E - Post by User
Post by
garyreinson Jan 21, 2024 5:51pm
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Post# 35838191
CONTRARIAN PLAY
CONTRARIAN PLAYNo doubt the big contrarian play this year is to expect NO RATE cuts, and higher yields. Easy 20% in equity markets and more in reits on the short side. The only thing preventing this as I mentioned before is an important election year, as well as the FED losing face and people starting to ask questions if this plays out. The incentive to lie with statistics and give the people a bone by some cuts is the high pressure situation