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2min chapter
Why Are You Even in the Market?
The Compound and Friends
What's the Biggest Normalization Process?
This is joe's comments from july fifth. How often do you put this out? So i think i did one on january 20, ninth. I think i did another one a in march, talking about the importance of time. And then this piece was put out at the beginning of the second half of the year. It's basiicly just a review. We talk about time. You can see only time cound provide clarity for the inflationary pressures. Monetary normalization, right? That's how i look at it. Everything coming into this yer was completely abnormalit. We're just normalize.
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