OP,What is our outlook with rising inflation, increasing unemployment fears, and ...?
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Thanks for weighing in for thread.
The combination of
rising inflation, increasing unemployment fears, and a shrinking labor pipeline (especially entry-level) points towards potential stagflation (high inflation + stagnant growth/unemployment) or a difficult economic transition.
Folks are talking about high valuation of S&P and bubble burst.
Here are some known head winds, but market responding differently and economy giving mixed signals:
- The ‘no hiring, no firing’ labor landscape
The rising inflation
Increasing prices
‘flashing yellow light’ of consumer debt
Shaking Consumer confidence
Dollar devaluation (under the hood, no one talking about it)
I do not agree with your premise.
I am totally optimistic.
Given your pessimistic outlook selling the majority of your stocks makes the most sense.
Statistics: Posted by rossington — Fri Dec 12, 2025 4:07 am — Replies 44 — Views 4134