As long as borrowing stress remains elevated, many asset prices are likely to remain choppy.
This is why the Fed is ending balance sheet reduction, but simply ending it is not necessarily sufficient....
The FED has proved to be a lot more political than I ever realised
So surprised that deep in 2025 we’ve still it seen large QE
Thankfully happy to HODL my Bitcoin as long as it takes, up and down, likely through all of this
So surprised that deep in 2025 we’ve still it seen large QE
Thankfully happy to HODL my Bitcoin as long as it takes, up and down, likely through all of this