The concept makes sense and is in all likelihood true, but the charts provided don’t show the clear correlation. There could be a better way to show proof of concept
Thanks for the great article. It's my observation too that the environment has been pro-liquidity for a while now. The Fed has had a tough time getting its efforts to stick against the backdrop of consistently large fiscal deficits.
I'll be curious to see how the market reacts when the BTFP expires and if/when the Fed more clearly signals rate cuts are due much later than anticipated.
To do moon! I know I am not financial expert but I watched my "pension" fund which since 2018 got 100% increase. I just wondering, really this is any real economy or something behind it? I doubt that, and seriously this whole thing it´s just some kind a joke - no offense. It´s monopoly money and till we get some real money this crazy "economy" with houses which cost millions but nobody has any real money will continue.
If I would ever gain some political power - as it´s for sure not possible since we have the old generation :D I would really wanted to evaluate the debt sustainability. Basically, if you have debt, are you at least able to repay some part of it? If yes, then continue otherwise, let´s issue some other currency, probably based on gold coins or something.
The concept makes sense and is in all likelihood true, but the charts provided don’t show the clear correlation. There could be a better way to show proof of concept
Thanks for the great article. It's my observation too that the environment has been pro-liquidity for a while now. The Fed has had a tough time getting its efforts to stick against the backdrop of consistently large fiscal deficits.
I'll be curious to see how the market reacts when the BTFP expires and if/when the Fed more clearly signals rate cuts are due much later than anticipated.
Since the Fed stopped tracking M3 is some of the increase coming M3 to M2? Is this intentional way of injecting liquidity without magicians wand?
To do moon! I know I am not financial expert but I watched my "pension" fund which since 2018 got 100% increase. I just wondering, really this is any real economy or something behind it? I doubt that, and seriously this whole thing it´s just some kind a joke - no offense. It´s monopoly money and till we get some real money this crazy "economy" with houses which cost millions but nobody has any real money will continue.
If I would ever gain some political power - as it´s for sure not possible since we have the old generation :D I would really wanted to evaluate the debt sustainability. Basically, if you have debt, are you at least able to repay some part of it? If yes, then continue otherwise, let´s issue some other currency, probably based on gold coins or something.