Thu 14 Apr 2022 - 15:00

Investors are underestimating the effect of monetary tightening on the economy, corporate earnings and the stock market bubble

Central banks totally blew it by sticking to excessive monetary stimulus for way too long

Rising oil prices and interest rates are taking their toll on auto sales, retail sales and home sales

The model has auto makers, homebuilders and specialty retailers as recommended shorts

Retailers are feeling the sting from higher interest rates