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Fed “Taking The Punch Bowl Away” Triggers Market Sell-Off | Jurrien Timmer

Supply Shock

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Is the Fed Going to Have to Choose?

If inflation at least is down on te rate of change basis, which it should eventually, i mean, that's just the way the base effects works. O let's say we're at four or five % a year from now, and and the employment pitcher starts to crack. I think at that point the fed will maybe reluctantly choose to pay more attention to the Employment mandate than the inflation mandate. And then you start thinking about gold and bit coin and stores of value, dities an now it's interesting not to go off on a tangent too much, but you'll go gold. If you use te the the traditional tips model to price gold, which has worked for years and years

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