@bradmillscan QE itself doesn't directly cause inflation because from 2008 till 2020, we had no inflation even as we had the most QE in place. It's the combination of things like supply constraints, then the war causing all the inflation now.
@KobeissiLetter fed can only do demand destruction. inflation will come down slightly but without supply chain/russia war resolution, we will still have inflation (may less than before).
@hfdsergvdf @BigNas_03 @md9049211 @BlueberryJoness@Unknowntrivia1@TicTocTick QE started in 2008, why prices didn't go up from 2008-2020? they only went up starting 2021, why? A combination of too much free money, supply chain constraints, speculation in stocks (meme and other) and too much speculation in commodity space. War made inflation worse.
@SamosCapital@SECGov oh what happened to your BO theory now? i hope you lost all your money in clvs. u desrve to lose it for giving people false hope about BO.
@cholo7475 @DaveHcontrarian@SheetalSaraf10 why u r asking david? he doesn't know anything. he is stuck at his forecast. and if and when market melts up, everybody will think he called it.
whatever he is saying most likely won't happen this year.
@SamosCapital u r advising people about stocks? what happened to your CLVS BO idea. Earnings are out today and the stock is killed. real great idea !!!
@JR37149954 this is a different markets compared to 2020. oil prices won't go down easily until russia war is resolved.
Only thing causing problems for the stock market now is the russia war,
@ForHft @DaveHcontrarian fed has said they have to kill inflation no matter the cost.if they are successful in doing so w/ a mild recession, they will be ok with that. david is forecasting that fed will stop raising rates and they will reverse due to weak economy,but idont think they allow high inflation