Toss Out the Rules?, Risky Business, and the China Conundrum 3/3/23

Everyone’s talking about whether or not the Fed needs to take interest rates to 6% now. But what if even that number is too low?

According to the “Taylor Rule,” rates should be headed towards 10%. Is that really feasible? We’ll ask “Taylor Rule” creator John Taylor himself.

Plus, office REITs have been crushed by rising rates and slowing demand. But there’s one better positioned than the rest. We’ll reveal the name.

And, Kyle Bass is calling Xi Jinping’s latest moves “installing a war cabinet.” So should you stay away from investing in China? We’ll debate.