Maltbie's Minute on the Market / Don't Fight the Fed pt 3

Changes in Consumer & Corporate debt exposure make Fed's job much tougher.
1) Total interest sensitivity has decreased 2) Broad decline in core inflation indicators in place 3) what is potential impact of Labor strikes and higher energy prices. 4) Which segments look attractive on valuations, MAG 7 BTD ?
Robert Maltbie is , CFA and President of SIngular Research and Pm of Argonaut 2000 Partners LP. Singular Research is a leading private research firm with over 110 institutional clients with over $60 b in aum. The Argonaut fund ranks with the top 10% of the HFRX equity hedge index.