Unless you are betting on a crash, one wouldn't want to be long, long Treasuries. The dollar has been consistently losing 7% a year in value, and what's happened over the last four years have far exceeded that number. Speaking of inflation, what do you think putting 25% tariffs on Canadian framing woods and Mexican cement will do the the cost of house building?
Great information, enjoyed the article as well, thanks!
Nice Macro overview, but lacking depth to be more than pedestrian
Unless you are betting on a crash, one wouldn't want to be long, long Treasuries. The dollar has been consistently losing 7% a year in value, and what's happened over the last four years have far exceeded that number. Speaking of inflation, what do you think putting 25% tariffs on Canadian framing woods and Mexican cement will do the the cost of house building?