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Why Are You Even in the Market?

The Compound and Friends

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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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