Global liquidity leads company earnings with a lag. The tightening in liquidity in 2022 has been like nothing we have seen for 30 years. Now we just wait for this to feed through to earnings. 2023 will be a year to remember…

by  silvertomars

 

 

The Anti Narrative FED rate hike chart. So many people circulating rate hike charts missing out the 70s…

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Inflation is insane!

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