

One Bubble to Rule Them All
@shortl2021
4/16. What is more, fundamentals seem so much worse now than then. Last Dance V1.0 had negative real interest rates. They are now positive. Last Dance V1.0 had the Fed pouring money into the system; it's now taking it out.
2024-11-22

One Bubble to Rule Them All
@shortl2021
4/16. What is more, fundamentals seem so much worse now than then. Last Dance V1.0 had negative real interest rates. They are now positive. Last Dance V1.0 had the Fed pouring money into the system; it's now taking it out.
2024-11-22

One Bubble to Rule Them All
@shortl2021
4/16. What is more, fundamentals seem so much worse now than then. Last Dance V1.0 had negative real interest rates. They are now positive. Last Dance V1.0 had the Fed pouring money into the system; it's now taking it out.
2024-11-22