WWIII
Israel just launched F35 to bomb Iran.
Is this the start of WWIII?
Are you prepared?
This is what happens when we have weak leaders such as Joe Biden and Kamala Harris.
As Jordan Peterson stated: “If you think tough leaders are bad…wait til you see the damage weak leaders can cause.
We need strong leaders. That is why I support my friend Donald Trump for President.
This is David Goggins.
He teaches people to stop being little b*tches.
He was a Navy Seal, then sold 5M copies of his book "Can't Hurt Me."
Here are 10 of his insights that rewired my brain to do hard things (and will do the same for you):
Striking divergence between US services inflation (+7.6% YoY) & goods inflation (+1.4% YoY). How FOMC members interpret real time signals on services inputs (esp. shelter, wages), compared to lagged inputs into CPI is key. Market sees a further 62bp of rate increases by July
My October 2022 public newsletter is now available.
https://t.co/Mee3gAFPBi
This issue focuses on recent disorder in sovereign bond markets, and updated observations on energy markets.
A goal of any analyst should be that they can explain their opponent's position as well as their opponent can.
Actively seek to understand how other people think, steelman their views, and think through them.
A lot of human interaction involves people speaking past each other.
The trend of the Fed's projection for inflation in 2022:
Sep 2019: 2.0%
Dec 2019: 2.0%
June 2020: 1.7%
Sep 2020: 1.8%
Dec 2020: 1.9%
Mar 2021: 2.0%
June 2021: 2.1%
Sep 2021: 2.2%
Dec 2021: 2.6%
Mar 2022: 4.3%