Let's Appreciate

A breakdown of yesterday's Fed day in the following format:  1. Pre FOMC (~1 hour before) 2. Post FOMC (~2 hours after) 3. Post post FOMC (~24 hours later)  Can you see the difference? The Fed made the decision to accelerate their taper by $30b a month (meaning that they are going to stop providing so much support to Treasuries and Mortgage Backed Securities) as well as released their dot plot - with 3 hikes in 2022. This was a relatively hawkish call for the Fed - meaning that they see some hotness in their dual mandate of price stability (definitely here) and maximum employment (still some ways to go here, but close).

Resources for Kentucky: https://www.gofundme.com/f/ukcom-stud... https://wfpl.org/heres-how-you-can-he... https://secure.kentucky.gov/formservi...   Full piece: https://docs.google.com/presentation/...   Full sources: https://horse-quart-a62.notion.site/S...   Helpful videos: What is the Fed: https://www.youtube.com/watch?v=hIQiO...  What is inflation: https://www.youtube.com/watch?v=U6jKb...What is the Federal Reserve: https://www.youtube.com/watch?v=-lfKd...

Full piece: https://kyla.substack.com/p/the-great... Helpful videos: What is the Fed: https://www.youtube.com/watch?v=hIQiO...  What is inflation: https://www.youtube.com/watch?v=U6jKb... 00:00 - Intro 00:25 - CPI0 7:04 - What is the Fed Going to Do? 09:21 - The Stock Market is Not the Economy 10:35 - Evergrande 11:41 - Russia 12:08 - Crypto Regulation 13:46 - What is the economy? 15:00 - Final Thoughts

Full notes: https://horse-quart-a62.notion.site/R... Ben’s Twitter:  https://twitter.com/D1Wheeler Bens Substack: https://benwheeler.substack.com 00:00 - Intro 00:40 - Some News 01:19 - A Very Brief Overview 03:52 - Why is Putin Doing This? 04:52 - Possible Outcomes 05:10 - What is NATO worried about? 05:56 - US Response 07:40 - Russia and Ukraine 10:36 - The History of NATO and Russia 12:33 - Putin’s Development 13:17 - Russia’s Objectives 14:53 - Ukraine and NATO 15:55 - Consequences of Invading Ukraine 19:44 - What is NATO worried about? 20:40 - Russia’s Military Doctrine 22:54 - Economic Sanctions 27:48 - India and Russia 29:40 - Russian Military Force 31:20 - New Style of War 33:34 - Narratives and Nuclear Weapons 34:18 - Lessons from the Cold War 35:07 - US Response 37:51 - Meme Wars 40:14 - Final Thoughts

ah, Evergrande  Full piece: https://horse-quart-a62.notion.site/A...   powerpoint: https://docs.google.com/presentation/...

RATS!!!! THE STOCK MARKET!!!! Full piece: https://kyla.substack.com/p/the-federal-reserves-wager?justPublished=true 00:57 - The Markets 01:31 - An Interruption 04:02 - Pascal’s Wager 05:19 - Fed’s Wager 10:12 - The Job Market 12:37 - The Bond Market 14:05 - Oil Market 17:26 - Final Thoughts

RATS!!!! ECONOMIC THEORY! I will be talking about Economic theories (starts at 03:09) The news (duh) PLEASE NOTE: This is a brief overview, and there is SO MUCH more to discuss. Think of this as the chocolate chips that make the chocolate chip cookie economic theory - it’s the fundamentals, but there are a lot more ingredients to count for! Full piece: https://horse-quart-a62.notion.site/The-Top-Economic-Theories-Explained-dfb903d440cc412486615ece09dee971

RATS!!!!  Crypto 101  I will be talking about * web3 * Blockchain * Cryptocurrencies * Ethereum drama * and how to join  Full piece: https://www.notion.so/Crypto-101-Guid... 00:00​​​​ - Intro 00:44 - what web3? 01:51 - web3 in action 02:14 - Blockchain 04:24 - What does all that mean? 05:05 - Blockchain Ecosystem 06:14 - Consensus Mechanisms 07:20 - What is money? 08:44 - Bitcoin 09:43 - Ethereum 11:01 - Solana 11:46 - Memecoins 12:09 - Ethereum Scaling 14:45 - Much More 15:08 - Joining Crypto 16:34 - Final Thoughts

ATS!!!! The state of energy markets and some geopolitical tensions thrown in! Ben’s Twitter: https://twitter.com/D1Wheeler Full piece: https://horse-quart-a62.notion.site/Iran-Nuclear-Deal-9b2dcbfc11a3473096059b4792207a2e 00:00​​​​ - Intro 01:13 - Iran Nuclear Deal 05:17 - What does this mean for oil markets? 09:09 - Green Energy?? 09:40 - Energy Prices in Europe 11:56 - Hi Ben 12:37 - What’s going on in China? 16:40 - How long will things continue? 18:16 - China Policy 19:57 - Taiwan 20:42 - Russia and Ukraine 23:47 - What would push Russia? 25:35 - Belarus 26:21 - China and Russia 30:52 - History of Taiwan 34:12 - Worst Case Scenario 36:36 - Tensions in US 41:04 - What does the future look like? 42:23 - Bye Ben DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

Weekly rambles Full piece: https://kyla.substack.com/p/whats-going-on 00:00​​​​ - Intro 00:46 - Energy Markets 04:28 - Europe 05:25 - Turkey 05:59 - The United States 11:51 - Jerome Powell 13:20 - New Covid Strain 14:53 - On Optimism A Small Note of Gratitude I am acutely aware of how much support I’ve had - no one has ever had to show me the kindness that I’ve received over the past few months and years. So many people have taken chances on me (my professors, Capital Group, and YOU!!) and for that, I am so eternally thankful - to the point where mere words can’t express it (the irony of the newsletter writer). This gratitude is in everything I do - everything I write, create, film - it is backdropped by the support and love of so many. I know how lucky I am to be doing what it is that I do - educating, building, learning, reading - it really is a dream. And so to you, my dear community, I thank you. For signing up, for listening to this, for caring about the markets. It really means the world to me. I hope you enjoy this channel and my other work, and again thank you, for simply being here. I appreciate you.