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The Biggest False Flag on Inflation Ever
Every other week, we have a guest telling us that this is the biggest false flag on inflation ever. How does that make you think about acid elocation into this extreme outcome space of both people calling for ten % inflation and people calling for deflation over the next couple of years? You position yourselves, on a top down scale, into this. The disinflationary environment, where the fed has been able to a, come to the market's rescue and pursue some of the most aggressive experimental policies in history, is at an end. We have seen a paradime shift in the underlying dynamics of the economy. I do think, you know that the old play book doesn't work any more