Inflationary waves of the 1970s…

As inflation decelerates investors will think it's the end of it. Not my view. This is a structural problem caused by secular forces: ▪️ Wage growth▪️ Commodity shortages▪️ Reckless fiscal spending▪️ Deglobalization Inflation develops through waves, we just saw the …

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Fed’s dilemma: Debt/GDP is 3x higher than in the 1970s, interest rates must go up to avoid hyper inflation but with government revenue of only $4 trillion and debt of $30 trillion, it would only take an interest rate of 13% for interest expenses to equal ALL government revenue…

by silvertomars Many warning lights are now flashing red for the US housing market… US Natural Gas Spikes 81% in 7 Weeks, Hits New 14-Year High Mish Shedlock: The Average US Household Pays 47 Percent More for Electricity Than a …

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WHY TRADE WARS? Back in the 1970s…

  1/Americans get addicted to #consumption 2/#Manufacturing goes overseas for cheap #labor/trade deals 3/The US imports cheap goods in exchange for #dollars (creates deficit) 4/Foreign countries take excess dollars & buy US #debt (#treasuries) 5/Debt demand suppresses #interestrates 6/Low interest …

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1970s: Slow and depressed GDP growth, high levels of inflation, high oil prices, stocks and bonds sell off together… What does that sound like?

https://twitter.com/OccupyWisdom/status/999079367618760704 https://twitter.com/OccupyWisdom/status/999234958307811329 https://twitter.com/OccupyWisdom/status/999241148781776896 https://twitter.com/OccupyWisdom/status/999236152216444928 Inflation Is Coming to the US Economy on an 18-Wheel Flatbed Multiple signs of inflation in freight-related industries are at or near historical highs, in what could be an early sign that price pressures are building …

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