Prior to 2008 most of the time the FFR was above core inflation. We are now in a situation that we haven't been in decades where the fed is chasing inflation. The chance of the market breaking in this environment is very high. If you have the patience to wait out these macro indicators like the re-inversion of the yield curve and the catching up of the inflation rate by the FFR i think you will get amazing market deals in all asset classes. The thing is that no on knows how much time it will take. Might take 1 year might take 5 years.