Sunsetting this blog.
Deceptive y/y comps will "validate" the Fed's inflation complacency for a few months, until comps stop doing the Fed's job for it
The Terra Rebels designate August 12 as the date of a head-on collision with Terraform Labs
When will the Fed nuke the MBS market?
Meet the Terra Rebels, the decentralized dream team fighting grim odds to restore a governance premium in LUNC.
The Fed can’t stop tightening until realized rents, with their 12-month lead time over CPI-reported rent (30% of total inflation), normalize to around…
3 weeks after Terra 1's default, Kwon's hostage-taking of the Terra 1 network begs the question: Why?
Trump 2024 =>> Jeb! 2016
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