Inflation - 2020-2030 - T&M
big contributors
Covid in 2020
Ukraine war in 2022
- deflation - the lesson of 2010-2020
population becoming older (average age)
technology
thoughts
Fistful of Dollars with Michael Green, Hugh Hendry, and Tom Roderick
Hedge Funds vs ETFs, 70s Inflation vs Now, & Commodities vs CTAs with Simplify's Mike Green
Eric Basmajian: Housing IS The Business Cycle
equities is 10T us investable class
- LNG
RUSSIA - EUROPEAN GAS CRISIS as Supply is CUT OFF & Russia Imposes SANCTIONS on Gas Transmission
СПГ - «молекулы американской свободы»: как США собираются заменить российский газ?
- april 2022 70's show... only harder
6perc inflation NOW. house prices are up 32perc from 2019, family income is only 10perc up
housing affordability as if mortgage rates are 8perc!
financial sector/banks are stable
main diff from 1970s is high government debt. In 2050 USA debt will be 202perc with rates 1.75perc
Bitcoin - should work for rapid USD devaluation, not the case now
Bitcoin - a generational divide