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Oil Will Dethrone The Fed (Here’s Why) | Harris Kupperman & Porter Collins
Forward Guidance
The Nobel Prize in Economics
I think a lot of that though is rate differentials, right? Like if Japanese 10 years at zero and the US 10 years at 3.9, money's going to go to the dollar and the dollar's going to be strong. And so, I think if you get to the point where people start worrying about the either credit worthiness, but just the Federal Reserve printing and taking your purchasing power away, I think you're in trouble. We have a glut of paper. That's what this is. There's just too much paper, too much debt, and that's the problem. It's like quicksand. Once you get into it, it's like a hamster
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