BoomTown
· 81w
What happens if we haven’t cured inflation? Employment is high, real inflation is 7%+ and central banks are cutting rates to make debt more affordable in order to protect asset prices (cascading con...
There will be no inflation. We've (China mostly but globally) over invested in manufacturing and hr is becoming more productive with AI. Asset prices might moon if fed prints (for whatever reason) but I think energy will go lower once tensions cool. Especially if Trump.
I'm happy to wait till after election to start gambling in stonx again.