Caitlin Long

GOOD READ from Doug Noland 🧐💡—expectations for disinflation now but major shift already underway in the way the Fed’s balance sheet works👇

INTERESTING🧐 from @hussmanjp on whether the Fed's new #BTFP program is even legal (from his terrific post here -- worth the read in its entirety:

BEST LINE from @balajis podcast w/ @APompliano: “The Fed lied, banks died.” Pomp—you asked Balaji if he’s seeing a lot of #tradfi people moving to #bitcoin — he said yes. I’m seeing it too. Anecdotally my LinkedIn is out of control (mostly tradfi). They know something is wrong

Interesting read: 👇🧐

WORTH A READ for the financial market history, all of which I’ve also lived. I don’t agree with everything Doug writes here, but his post zooms out — it will make you think (and make you smarter). His point about derivatives is esp worth reading: 👀🤔