If you loved the fall out from the tech bubble and housing bubble you’re really going to dig what we’re doing now.

If you loved the fall out from the tech bubble and housing bubble you're really going to dig what we're doing now. pic.twitter.com/0l18y2zrQw

— Sven Henrich (@NorthmanTrader) May 12, 2021

The Housing Crisis was in 2009.
The Fed's acting like we're still in the middle of one when we're not.
There is zero economic justification or even a reason compatible with the Fed's mandate to keep buying MBS.

Yet they do, again contributing to a housing bubble.#reckless pic.twitter.com/KO7brQvISn

— Sven Henrich (@NorthmanTrader) May 11, 2021

#Inflation fears rise on both sides of the Atlantic: US inflation expectations – measured by 5y5yswap – jumps to highest level since 2017 while Eurozone inflation expectations rose to highest since 2018. pic.twitter.com/uzSc48TLSj

— Holger Zschaepitz (@Schuldensuehner) May 11, 2021

Corn's now at $730, but the point's the same. t.co/eJEBYAcPsd t.co/kRCIrTU2TG

— Rudy Havenstein, questioning mainstream narratives (@RudyHavenstein) May 11, 2021

"I've been hearing about federal debt for years no one cares."

Excuse me – but have you been hearing about the debt relative to GDP?

Rome.

Few. pic.twitter.com/XGWOUePnru

— Michael A. Gayed, CFA (@leadlagreport) May 12, 2021

It doesn’t matter what the CPI print is.

If high = transitory

If expected = goldilocks

— Ramp Capital (@RampCapitalLLC) May 12, 2021