Damus
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David Wrong
@David Wrong
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Recent Notes

David Wrong profile picture
https://www.zerohedge.com/markets/hartnett-existential-question-ai-inflationary-or-deflationary

Paging Dr. @Jeff Booth

"AI = bullish bonds if... U-rate rises allowing productivity (trend = 1.5%) up, unit labor costs down (trend), and inflation falls

AI = bearish if... AI causes equity bubble (= higher yields), higher oil prices given energy needs, forces governments to combat AI unemployment via higher deficits/Fed to support deficits via QE/YCC (US dollar negative); most bond investors believe best to navigate via yield curve steepeners"
❤️1
Deleted Account · 56w
That is one of the best movies all time
Corey San Diego · 68w
Watch the video you dont need to doxx now.