You guys learned nothing from Covid


Crisis/Bad news = excuse to lower interest rates in this case keep them low.

Expect the next Fed to not raise rates because “tensions in Ukraine are destabilizing financial markets.”

On top of that expect hundreds of billions in further QE to fund the war effort and corporate welfare. They might give 5% of all new debt to people in the form of a fuel subsidy as oil prices continue to rise.

You need to start thinking in a MMT state of mind. Bad news = good for equities and good news = bad for equities.


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