Fed Rate Radar (@fed_rate_radar)
Tepper says do not fight the money printer
David Tepper’s rule is simple: do not fight the money printer.
He may not love US markets from a valuation standpoint, but he also does not want to be short when liquidity is flowing.
That is the trap many traders fall into.
They see overbought charts, read bearish threads, and short the market while policy is still pushing money into the system.
You can be right about valuation and still lose to liquidity.
When the taps are on, survival matters more than proving you are smart.