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4min chapter
We Haven’t Seen the Third Act Yet
The Compound and Friends
Do You Think the Fed Is Going to Do 50 Billion?
The Fed is going to raise rates twice at the same time as they start cutting all their exposure to the bond market. Janet ellen was out to day talking in congress, talking about a soft landing. Is she just another person saying her opinion? No, i think that's their base case. The fed doesn't ant t go down in history books of the fed is being the worst fed ever. That's what they miscalculated Politically.
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