Inflation IS Equities
Thoughts on USD, Inflation & Next Sector Bet. Plus: Trump's Recalibration of the USD in 2025.
»CLUB/EDGE client post November 13th, 1:39 PM ET.
"They become suddenly aware of the fact that inflation is a deliberate policy and will go on endlessly. A breakdown occurs. The crack-up boom appears. Everybody is anxious to swap his money against "real" goods, no matter ... how much money he has to pay for them." -Ludwig Mises
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Thoughts on USD, Inflation & Next Sector Bet
VIX is headed to 12.40 and why I penned my Mon client post:
"Might As Well Be $7000"
and Tues client post:
"We Are All Parabola Traders Now"
Despite rising USD and Yields, market is still euphoric. But is the USD really rising?
Geoffrey makes the case that DXY is rising relative to Euro et al on perceived pro-growth Trump policies, and yet, its real value has fallen versus commodities.