3-Circle Investments by The Bear Traps Report

3-Circle Investments by The Bear Traps Report

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3-Circle Investments by The Bear Traps Report
3-Circle Investments by The Bear Traps Report
Jerry is not Paul
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Jerry is not Paul

While Powell fashions himself to be Volcker 2.0, structural differences in the labor market today vs. back in the late 1970s are a major blind spot. Stay risk off until he figures it out.

Craig Shapiro's avatar
Craig Shapiro
Jun 22, 2022
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3-Circle Investments by The Bear Traps Report
3-Circle Investments by The Bear Traps Report
Jerry is not Paul
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When Volcker finally broke inflation in the early 1980s, it is important to remember that he was dealing with a world before China hollowed out the US middle class, when labor unions had immense powe…

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