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That Wasn't the Bottom
The Compound and Friends
The Importance of a Money Supply Boom
There's been 13 quarters since 1950 where the s&p was up 5% or more in q1 and 11 times it was higher in q2. The problem that I have is yeah, you can't rationalize the indicators. There's great So there's gonna be somebody epically wrong here just on the money supply. We've raised rates faster than Paul Volcker did when he did it You were at a generational low of government debt to GDP. It was not we're not we're Not I think it was 42 percent today. We're at 137.
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