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Divine Intelligence, etc

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The Fed Strategy of Driving Interest Rates Is Whacking Commodity Prices Hard

Rambas does a very serious deep dive into the commodity stocks because, you know, the Fed strategy of driving interest rates is really whack them hard. So it's, if you're interested in the commodity stocks and commodity prices, it's a very interesting look. There is one last chart and that's the 30 year treasury year to date. And it's just kind of keeps trucking up. It's at 4.106. Right? Larry: The insiders are having a ball. I inject money into my friends. They create a whole lot of whale deposits. While they're sitting around waiting to buy, they're getting lots of great yield on their, on their back deposits

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