US stocks may not land.

The inevitability of stagflation in the U.S. economy: either stimulate the economy and be bullish on U.S. stocks, or stand by and watch the labor market collapse. This is the dilemma faced by the Federal Reserve and the Treasury.

Everyone must board this train. Holding cash or Treasury bonds will inevitably be abandoned by capital and wealth. Historically, U.S. stocks have not performed well in a stagflation environment. However, the current fundamentals are vastly different from before. U.S. stocks may find it hard to land.

Either hold U.S. stocks or hold scarce assets. If you hesitate, a strategy like selling puts to go long on U.S. stocks is also an option.

Conclusion: (for reference only)

1. Be bullish on scarce assets; 2. Be bearish on cash and Treasury bonds; 3. Consider strategies to go long on U.S. stocks.

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