Discussion about this post

User's avatar
JSNOW's avatar

One other incident of note was in the fall of 2019 when the repo market started to blow up. Seemed like the first major cracks in the system were showing and covid was a great excuse to cover up the decades of bad monetary policy

Expand full comment
Bzz's avatar

Obvious to me and most readers here but unfortunately sounds like crazy gibberish to most folks who get high-fructose information from 30 min of half-digested "evening news" telling you *how* to feel about something.

Everyone do yourself a favor and learn how to *think*. That means reading financial data (doesn't lie) and trying to figure out the story they portray. Bull is talented at this, hence why he's so right on with macro 80%+ of the time.

Meanwhile, watch out for the Midterm elections as a distraction. Republicans should win both houses big and Biden will effectively be a lame duck with no power. Right will celebrate, left will be furious, but what will actually get done?

Will we be in an stagflationary recession by that point? Regardless of who wins the election, what does that lead to...? BFF J-Pow da real prez now and even he can't control energy prices. Hmmm...

Expand full comment
56 more comments...

No posts