Rabbit Hole Recap #264: Fitch Eyes US Default as "Soft Landing" Narrative Falters
Rabbit Hole Recap
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The Dollar Is a Shit Coin
I was pricing in the probability of deflationary recession relatively high a couple weeks ago. But now with these energy prices ripping, I think you have to throw that out the door. You can't just snap a finger and produce production overnight. It seems like that's a trap that is going to affect people on the right side of the IQ curve because I've seen a lot of smart people expect that.
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