It’s Much Later Than the Fed Thinks – Ep 797
You can’t have normal interest rates unless you have normal inflation. Politicians are pandering to crypto enthusiasts. Peter Thiel delivers pie in the sky speech
You can’t have normal interest rates unless you have normal inflation. Politicians are pandering to crypto enthusiasts. Peter Thiel delivers pie in the sky speech
Bond market continues getting beaten up. Lael Brainard spooks the markets with sudden hawk talk. When you live in a glass White House, don’t throw
Fools bought the dip in March. Don’t wait to sell in May and go away. Cathie Wood turns down debate invitation. Meme stocks pumped, peaked,
Europe has a serious inflation problem. The ECB says the cost of living isn’t rising fast enough. Politicians and central bankers are using covid and
Japanese will pay higher taxes, officially or through inflation. All bonds, not just treasuries, will fall in price. Biden calls for new wealth tax.
Bond market has worst quarter since 1980. Recession will not take care of inflation. Mortgage rates will double far sooner than income. Gold stocks outperforming
Stocks are going up and down while gold is just going up. Bond prices are a function of government intervention and nothing else. Bitcoin, tech,
Everything-is-awesome attitude won’t last long much longer. Stagflation is here. This round of QE won’t be like the last 4. The economy has never been
Investors buy the fact after selling the rumor. Fed will raise rates until it can’t. The emperor’s new clothes is Zelensky’s t-shirt.
Elizabeth Warren blames covid and corporations for problems caused by Congress. Bond market thinks the recession will cure inflation; it won’t. Congressional staffers get a