stocks
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 12, 2023 by Urien Timmer · across every show →
Everything said about stocks, oldest first
Sep 12, 2023 neutral
Timmer: Higher cost of capital from Fed rate hikes requires broad asset resets
“All investments are really valued as the present value of future cash flows, and that's true for bonds, it's true for stocks, and what the Fed was doing last year was raising the cost of capital, and that requires a reset for all assets, and that's exactly wha…”