re: Discussion of Fed Liquidity’s Impact on Equity Markets

So how much was the grant williams subscription. I miss the end game so freaking much but at the time I looked they only had expensive subs.

Does he have proprietary research? Or is it just his interviews?

Man I wish Logica did that so we could know what their money flows models are saying

Would be worth it just for the access if you had the money to blow

On Real Vision?

Yes, sir. They're throwing down crazy data trends in vol across asset classes. I haven't finished it yet.

Where is the Green/Cole podcast? Not seeing it on RV

Thanks

I think you’re right. You’ve got the dollar trying to form a base as well.

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I know their is pain on either side but shouldn’t we all be hoping for inflation to come back and retain a stable level. Really what I mean is, since the debate on inflation muddies the water, should we hope for the 10y to go back to a sustainable level such as 5%.

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The answer is yes. However, we probably would blow the bond market up if rates jumped that high

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When I think about the scenarios that play out if we don’t and stay in a deflationary environment is that we will continue to see the decline of lower and middle classes standard of living with exacerbating wealth inequality.

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Correct. We have the Fed and Treasury saying they are going to do more of the same - target low unemployment and stable prices. This means whatever was happening pre-covid that was an issue will increase at a higer rate. Low rates, inflated asset prices, the wealth affect driving consumption and increasing leverage. Also the Fed fear mongering about inflation is a complete joke. The last infrastructure bill pretty much guaranteed a disinflationary envrironment. We aren't getting most of these people back in the labor force until you pull those benefits back.