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To: Sun Tzu who wrote (4956)7/26/2022 8:13:10 PM
From: Sun Tzu  Read Replies (2) | Respond to of 10768
 
He is describing my near term Fed outlook perfectly.
And he also mentioned that there is now $70T USD outside of the US vs $23T inside the US. I am sure you can see how this will limit the power of the Fed in managing the monetary policy.




To: Sun Tzu who wrote (4956)7/31/2022 5:00:17 PM
From: Sun Tzu5 Recommendations

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  Read Replies (3) | Respond to of 10768
 
This is a must watch interview with Luke Gromen. It touches on all the important global macro topics, oil and energy, gold, EU/global recession, and the status of USD as the reserve currency and lays out a scenario that our tick tock is closer to ringing the bell than everyone thinks.

I am going to watch it again and think about it.




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