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
Send it in Jerome?

Send it in Jerome?

The Fed's gradual rate hike cycle is too slow to appropriately deal with inflation. Awakening the market vigilantes is a bad idea. Sell US$ vs hard assets and sell US fixed income until Fed wakes up.

Craig Shapiro's avatar
Craig Shapiro
Mar 21, 2022
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3-Circle Investments by The Bear Traps Report
3-Circle Investments by The Bear Traps Report
Send it in Jerome?
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After Jerome Powell kicked off March Madness last week with the Fed’s decision to finally begin its rate tightening cycle, I was reminded of Bill Raftery’s legendary call on Jerome Lane’s dunk back i…

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