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Posted
2 hours ago, sherpa said:

 

All true, but it has been inverted for so long now that I don't think it has any probative value other than bouncing along the bottom.

Covid had a bit to do with it, bit the Fed has gotten really good at doing their thing.

I wouldn't bet either way.

 

The one thing I would bet on is that 35 trillion in debt is not a long term positive, and will have to be reconciled.

We either inflate it away or other, less desirable options occur.

Yeah I wouldn’t bet it either way either, but I’ll at least take it into consideration for risk/reward analysis and make sure to be positioned comfortably in case the worst. 

Posted
3 hours ago, sherpa said:

 

All true, but it has been inverted for so long now that I don't think it has any probative value other than bouncing along the bottom.

Covid had a bit to do with it, bit the Fed has gotten really good at doing their thing.

I wouldn't bet either way.

 

The one thing I would bet on is that 35 trillion in debt is not a long term positive, and will have to be reconciled.

We either inflate it away or other, less desirable options occur.

 

All the Fed printed money that's fed into Private Credit has salved a lot of ills in this Economy (pointedly, pay-as-you-go Consumer loans, etc etc)

 

Bank lending is dead and needs rates to revert back if we're going to have a healthy, normal economy again

Posted (edited)

High inflation and unemployment.

 

Can't wait for October so the next round of fed stimulus is released to a handful of corps   

 

 

 

Edited by Tommy Callahan
Posted (edited)
4 minutes ago, Tommy Callahan said:

Yes

 

 


this is such a dumb thing to say, but why didn’t anyone tell Donald to stop running up the defecit when he was in office? We know that Democrats do it, just like all politicians do.

 

stop boot licking.

Edited by GMB 8888
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