VRA Midday Stock Market Commentary - September 15, 2022

- Seasonal weakness leading to sensational buying opp

- Cathie Wood, Elon Musk & Jeff Gundlach (bond king) agree; the Fed is making “another” policy mistake

- J Powell is NOT Paul Volcker

- Deflation and lower rates, the theme of 2023

- BofA portfolio managers; most bearish since 9/11

- Best buying opportunity for bonds in 20 years approaching