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サマリー
あらすじ・解説
The Fed stepped on the gas last week by creating more money to buy more bonds. When the Fed buys huge amounts of bonds with newly created money, rates tend to fall, and stocks tend to rise. The economy also benefits from the Fed’s balance sheet expansion project, so it seems like the market and economy are firing on all cylinders. This year has been marked with stocks rotating from one sector to another, but that could be changing to favor our growth stock picking discipline. I plan to enjoy the ride while it lasts because it will not last forever. The only thing that lasts forever is God’s Word.