Modern Monetary Theory (MMT) is not a "magic money tree" like a lot of (privledged) people say it is. The money for it comes from:
- Leveraging the US Dollar's credit rating in exchange for short-term loans
- Collateral from debt and related interest rates
- Increasing the gap between inflationary assets (whom lean in favor of the wealthy) and labor wages,...
The global credit impulse peaked in Q420 and it leads reflation trades by 9-12 months. Which means they're dead in the water now.
Back to the secular Quadrant 1 of my Macro Compass - listen to the video to find out how to position your portfolio accordingly.
Many experts out there are coming to the consensus that we're due for a period of high inflation in the near future. The future of the US real-estate market looks uncertain, as well.
If the Federal Reserve does nothing in response to inflation (as they've been saying the last few months), it accelerates the trends of people leaving from the big cities, making a...
Welcome back to my weekly educational video!
Inflation is here! Yes, but the market knows it... +
A brief global macro overview (this time with decent audio quality!) +
Who's buying bonds at these yields? Japanese investors!
A video analysis looking at the fundamentals of the dollar and where we expect it to move to next.
The inflation narrative in financial markets are very strong right now and its quite possible the market gets caught out...
I discuss the prospects for the dollar in the second half of 2021 and early 2022.
Let me know in the comments your own thoughts.
Tools and Practices for Inflation Down
Print Less Money
Encourage People and Institutions (inc. Government Spending) to Save Rather than Spend
Raise Interest Rates on Loans and Savings Account
Bring Down Costs of Basic Goods (Real-Estate, Healthcare, Education, Food, Supply Chain Companies)
Why This Isn’t Likely to Happen in the Near Future
Inflation hits 5%, much higher than anticipated, even for the analysts out there. There are good reasons to think that this could be good for "alternative assets" like crypto, and "meme" stocks like GME/AMC.
I like to challenge the "common wisdom of the crowds" on my channel. Today I did a side by side comparison on two asset classes that according to different wisdoms will appreciate due to inflation and rising rates. The winner Year to Date may surprise a lot of new investors.
The US Bureau of Labor and Statistics just released their CPI report today, and inflation concerns were higher than expected. A lot of analysts are saying "not to panic" or "don't worry", but there are reasons to be skeptical as well.
At least in my experience keeping track of housing politics and real-estate markets, when people tell "don't worry about it", you...
blow your MINDS!!!
first 7 mins I give the background on
#inlfation the need to #trade/#invest in these #financial tumultuous times.
why #europe is an #economic dead zone
why #britain could #boom if it
does deals with #russia & #china
the rest is on #doge #cryptocurrency
which is primed to PUMP and PAMP!!!