(Bloomberg Opinion) -- .More From Other Writers at Bloomberg Opinion:. Housing Stands in the Way of September Fed Pivot: Jonathan Levin A 'Reverse Ferret' Gets Up Markets’ Trousers: John Authers Believe It or Not, Market Has 3 Silver Linings: Mohamed El-Erian .This column does not necessarily reflect the opinion of the editorial board or Bloomberg LP and its owners..Conor Sen is a Bloomberg Opinion columnist. He is founder of Peachtree Creek Investments and may have a stake in the areas he writes about..More stories like this are available on bloomberg.com/opinion.©2022 Bloomberg L.P.