All Eyes On Inflation: "A Pause Is Not A Pivot" | Weekly Round Up
Supply Shock
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Is Bitcoin the Anomaly?
Bitcoin has a very, very high alert to you if you understand those dynamics long term and can just stomach the volatility as all this stuff gets kind of processed through the system today. People in this business love to look at the past and then extrapolate it into the future as if it's going to be like a fact. But Steve Braggman wrote a commentary for Horizon that touches on this. What if the last 10, 20, 30 years was actually the anomaly and today's going back to a more normalization? So what are those trends that were anomalies? We had a huge wave of globalization over the past 30 years which gave us disinflationary forces from cheap labor, cheap
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