My prediction is that the Fed will turn back on the money printer in summer next year. View quoted note →

That’s not that far away 😬

The bond bubble already burst. The rest, as derivatives of credit, will follow. View quoted note →

I think it deflates substantially in 2024 & they turn the printer on again. They will print like they've never printed before (as each successive printing has done). I don't think the bubble pops until 2028-2030.