can't help but wonder if the administration wants Powell to actually stay in place for awhile since rates probably won't be lowered with energy prices potentially impacting inflation. Then they can bash Powell and not put Warsh in a bad position... 🤔
If you’ve found my commentary valuable during this period, shoot me a retweet.
I’m not overly concerned with follower count, but it does help amplify the message and broaden awareness of what we do—namely, a core focus on volatility trading and tail risk hedging.
Something that is pretty useful in this environment.