Inflationary_Cycles
- The Internal Order and Disorder Cycle: Wealth, values, and political gaps are now larger than at any other point during my lifetime.
Ray Dalio • Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail
"Ben Hunt’s canonical essay “Snip!” from 2019 is one of my favorite short reads of all time. It’s a prescient look at the seismic shifts that will occur as the cord that once connected taxes and spending is cut. Read the piece later, but for now just know that it outlines the enormous real and psychological impact of renouncing the most important... See more
Unanchored - Epsilon Theory
Inflation, Interest Rates, The War in Ukraine & Commodity Prices, Labor Markets and The Great Repricing