SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: DinoNavarre who wrote (25833)1/31/2026 12:37:13 PM
From: SeeksQuality6 Recommendations

Recommended By
Arran Yuan
B.K.Myers
chowder
dan1944
DinoNavarre

and 1 more member

  Respond to of 25862
 
Re: In this narrative, the central banker is less a master of the universe and more an engineer trying to reinforce the tracks before the train arrives.Put another way, this new industrialization era will require a different style of Fed chair and new pro-industrial policy FOMC.

Interesting take... I like this shift in the mindset, as it is clear (to me) that the prior mindset was broken. Wish him all the best in extracting us from the house of cards without it collapsing.

I agree that AI is deflationary, of course. The concern is that it could be recessionary if it leads to a demand shock. Hope again that he can craft a way to manage past that.