Yaman Shoe. Shoe. Welcome to Seeking Alpha. You contribute to Seeking Alpha News. You're on YouTube with Sestrian Capital Research, which by the way if that sounds familiar

we've had Alex King who runs the service on a few times before.

How are you looking at the markets, you know, a lot of talk about the Fed always and particularly

recently? How are you looking at things as Fed always and particularly recently.

How are you looking at things as broad

and as specific as you want to get?

A lot of investors are worried that strong data

means the Fed is not going to cut anytime soon and therefore that's bad for the

equity market. But actually historically speaking and if you look at the past easing cycles, there had been one time in 1995, where the GDP was growing very smoothly.

It came down slightly from 1994, but it was still very strong.

The Fed was slightly worried about inflation, which was coming down from high

seven, you know, high figures in the early 90s but actually the the were willing to wait for the

soft inflation and for sorry for the soft landing and for the inflation data to come down and cut much later than the market

than what you would expect.

And what happened was that equity market rallied because a good economy would translate into stronger earnings and it doesn't all is not always a bad thing.

When we see aggressive fed cuts, it sometimes means that it's driven by recessionary

fears, which translates to slower growth and slower earnings.

That's not always a good thing for the equity market.

So I think at this point in time, good news is actually good news at this moment.

It's only when the FES is really actually starting to cut too late and

we're seeing bad data coming our way without effect doing something drastic about it, that we

should begin to worry. So that's come my feel for the

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