Pretty much everything you were told about the economy over the last few months is wrong.
• Tariffs are deflationary (they kill demand). • AI is deflationary (it kills labor costs). • Deportations are deflationary (they kill wage suppression).
The consensus is "Sticky Inflation." The data screams "Deflationary Shock."
Technology is inherently deflationary. Money printing is the only force keeping prices up.
We are about to witness the greatest battle between Tech Deflation and Monetary Inflation in history.
I believe asset prices will go vertical in nominal terms.
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Pretty much everything you were told about the economy over the last few months is wrong.
• Tariffs are deflationary (they kill demand).
• AI is deflationary (it kills labor costs).
• Deportations are deflationary (they kill wage suppression).
The consensus is "Sticky Inflation." The data screams "Deflationary Shock."
Technology is inherently deflationary. Money printing is the only force keeping prices up.
We are about to witness the greatest battle between Tech Deflation and Monetary Inflation in history.
I believe asset prices will go vertical in nominal terms.