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Inflation Is Popping The Biggest Asset Bubble Of All Time | Michael Kao
Forward Guidance
The Fed Is Going to Stay Hawkish for Much Longer Than Most People Think
Oil is by far the largest opex commodity that has to be consumed on a daily basis. That's a factor of production just about everything under the sun. The long term capital starvation of this sector has produced what i think is going to be a long-term, structural supply deficit in oil. This current market reminds me of the dot com bubble versus two thousand and eight. Back then, one of the biggest bubble blowers was a thiskind george gilder who, you know, i feel like there are a thousand georgeGilders to day, especially in the crypto space.
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