Pivots, Recessions, and Covid-Zero PREVIEW by davefairtex Two things happened in the markets this week: The Fed Pivot What’s a Recession Anyway? First, the Pivot. Which hasn’t happened, insofar as I can see, but the markets appear to believe that the Fed has “pivoted” – setting up to raise rates less enthusiastically than previously thought. Listening to the Federal Open Market Committee… Pivots, Recessions, and Covid-Zero PREVIEW by davefairtex Two things happened in the markets this week: The Fed Pivot What’s a Recession Anyway? First, the Pivot. Which hasn’t happened, insofar as I can see, but the markets appear to believe that the Fed has “pivoted” – setting up to raise rates less enthusiastically than previously thought. Listening to the Federal Open Market Committee…
Unpacking the West’s Role and Response to the Russian Invasion by Phil Denniston Goodbye COVID, hello Russia. We sure hop from one crisis to the next in a Fourth Turning. That’s by design. There is little chance they’d get to do (i.e., control) all the things they want to do without a giant Boogieman (thank you, Vladimir Putin). The Prospect of Global Nuclear War I hope you are… Unpacking the West’s Role and Response to the Russian Invasion by Phil Denniston Goodbye COVID, hello Russia. We sure hop from one crisis to the next in a Fourth Turning. That’s by design. There is little chance they’d get to do (i.e., control) all the things they want to do without a giant Boogieman (thank you, Vladimir Putin). The Prospect of Global Nuclear War I hope you are…
Invasion Thursday; Watch Prices PREVIEW by davefairtex So, the invasion I thought wouldn’t happen – happened last Thursday. The press, and the Biden-Handlers were simply overjoyed with this outcome. Out with COVID, In with Invasion! Yay distraction! The timing was impeccable. If the Biden-Handlers had planned the invasion themselves, I don’t think it could have possibly been better-timed. [Totally unrelated – I… Invasion Thursday; Watch Prices PREVIEW by davefairtex So, the invasion I thought wouldn’t happen – happened last Thursday. The press, and the Biden-Handlers were simply overjoyed with this outcome. Out with COVID, In with Invasion! Yay distraction! The timing was impeccable. If the Biden-Handlers had planned the invasion themselves, I don’t think it could have possibly been better-timed. [Totally unrelated – I…
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