Thread by @JonahLupton

The market selloff the past few days has not been fun but I'm not worried. Inflation fears are exaggerated. Rising rate fears are exaggerated.

I'm extremely bullish on stocks because we have an ideal setup for the next couple years which includes low rates and a booming economy.

@RickRieder did a nice job on CNBC yesterday talking about the accommodative environment for stocks and the powers of the Fed

https://twitter.com/SquawkCNBC/status/1242789218134503424?s=20

Rick thinks we might see 7% GDP growth this year which means record corporate earnings and strong employment so why do we give a shit about a little inflation.

Stop stressing about the markets from day-to-day and start ignoring all the noise from people that get paid to come up with hot takes to create fear and drive website clicks. They don't care about stocks, they only care about ratings.

I'm partly excited about this recent selloff in some of my favorite stocks because I start running my fund at @SocialCapital on Monday and I'm drooling over some of these current prices.

I was planning to ease into my positions but after a 15-25% selloff in some of them I'm planning to be much more aggressive with the buying.

I think there are some incredible bargains in growth stocks right now.

Focus on buying companies with strong fundamentals at reasonable valuations and just be patient.

As the great Warren Buffett says "be fearful when others are greedy and be greedy when others are fearful"

CITI looking super bullish on $FUTU and $TIGR 🔥