finance

What I think we will likely see in the near future! What do you think?

🇧🇷🇺🇸 - Book: Making Things Think: https://holloway.com/mtt .Investor in Wander, Carry, Footprint, Merkle Manufactory (Farcaster), Dynamic, Paragraph

I agree. I struggle to see a realistic path besides stagflation or recession to press reset on things.

Recession is not politically tenable so it’ll be up to the AI bubble popping to force reset.

It’s anyone’s guess how far out we could be from a pop.

idk. every two weeks a new data point drops that contradicts the previous data point.

the only thing i’m convicted of is that macro is astrology for men and nothing more

The Federal Reserve doesn't care. Everyone is wanting sticky inflation like it is the 1970s. But in the 70s there was a significant amount of youth with huge annual wage gains which helped them eat the inflation. 
2020's: Deflationary Demographics / Indebted youth / NO WAGE GAINS
It's not possible. I'll bet against it.