"The #Fed has been trying to ride 2 horses with 1 a$$..."
Short video 𧡠from our latest interview with @LukeGromen & @TaviCosta on how the Fed may be forced to back off its tightening cycle, inject new liquidity into an inflation spike & allow CPI to run even hotter...
"There is nothing more inflationary than a highly indebted government seeing rates rise..."
"They're going to have to finance this again & let that 8% CPI last year, run 8-10-12-15% CPI for the next 5 years. And then they can think about tightening..."
"I think ultimately we're in the early days of a vicious sector rotation..."
"...The Fed is going to be forced to print money into an inflation spike..."
More on the Fed riding 2 horses with 1 a$$...
"We're increasingly moving toward some sort of compressed super #inflation cycle in the US... where we have 3 years in the US of 100% - 200% inflation & debt/GDP is back to 40% & the #Fed takes Fed funds back to 5%..."
"The US isn't going to be #Japan. The US is going to be the US with Argentinian characteristics..."
Store of value = an asset with the ability to rise when cash falls.
A lot of people have this misconception that a store of value should hold it's price, but as @agurevich23 says, "your store of value should climb when money expands and cash becomes less valuable."
A π§΅π (1/9)
2/9: The real power to shape the economy lies hidden in plain sight: banking regulations.
"The most unambiguous way to affect monetary policy is to tighten or loosen banking regulations."
It's a lever more potent than interest rates or balance sheet adjustments.
3/9: When interest rates rise, it's not the indebted who are the economy's bellwether, but the cash-rich.
"It's the strong players...that will drive the economy down" by choosing to contract their balance sheets.
The current market environment is one of the toughest we've ever seen, but that doesnβt mean itβs impossible.
Every day, new opportunities emerge...
π§΅π(1/9)
2/9: Winning at investing takes constant work and evolution...
That's why we launched The Game of Investing, a bi-weekly newsletter delivering real lessons from experts to help you level up.
If you're serious about your investing, sign up hereπ rvtv.io/3k8x3Vo
3/9: In Issue 1 of The Game, macro expert @elementmacro walks us through why developing a repeatable process that suits our own unique personality, goals, and time horizon is so important to surviving todayβs markets.
β90% of investing is managing your emotions,β Mike says.
Hong Kong authorities have recently told banks they are free to offer services to crypto businesses and will release a crypto & $BTC framework in May.
Let's take a closer lookβ¦
A π§΅π (1/9)
2/9: Hong Kong, an international financial center, is now attempting to become the world's leading cryptocurrency hub.
Despite China's crackdown on crypto activities and ban in 2021, Hong Kong is actively attracting blockchain and digital asset companies.
Here's how...
3/9: The city is charting its course in the world of Web3, providing regulatory clarity, and courting not only mainland Chinese crypto firms but foreign ones too, such as HashKey and rival exchange OSL.