Discover more from Kaoboy Musings
* Inflation Substack Directory *
2/23/21 - Re: Crude Oil-Best Inflation Hedge?
3/8/21 - Re: Crude Oil/Macro-This Butterfly Has Big Wings.
4/30/21 - Re: Crude Oil/Inflation-Feedback Loops & Weimar Discussion.
5/13/21 - Re: Oil/Inflation-“Are we headed for Weimar, or is it just Hyperinflation Hyperventilation?” / Our Geographic Advantages.
5/21/21 - Re: Mental Models-Bubble Assets As Capacitors.
5/28/21 - Re: Mental Models-Inflation Feedback Loops As Recursive Algos.
1/30/22 - Re: BTC/Oil/USD/MSTR-Tying It All Together & The “Ummwut” Umwelt.
5/22/22 - Re: Inflation-"Ride of the Volkyries" Thoughts.
6/23/22 - Re: Inflation-The Case for Bear Steepening/Why The Fed Won’t Pivot Soon.
7/18/22 - Re: Inflation-Demographics & Secular Stagflation.
8/20/22 - Re: Inflation/Macro-Asian Contagion 2.0?
9/20/22 - Re: Inflation/Real Estate-Around The World In 90 Minutes.
10/8/22 - Re: Inflation/Geopolitics-Geopolitical Mosh Pits & Sovereign Debt Endgames.
11/17/22 - Re: Inflation/Real Estate-Train Wreck In Progress.
1/11/23 - Re: Inflation/USD Wrecking Ball-Who's Gonna Out-Hawk the Fed?
2/25/23 - West Point Paper: “US Dollar Primacy in an Era of Economic Warfare”
3/11/23 - Re: Geopolitics/Inflation/USD-Ball In A China Shop.
3/26/23 - Re: Inflation/USD/USTs – “Risk-Free” Riskiness & Austrian Pipe Dreams.
4/2/23 - Re: Oil/Inflation/USD-Clash of the Titans.
5/6/23 - Re: Oil/Inflation/Geopolitics - Squid Game Tug-of-War.
6/17/23 - Re: Geopolitics/Demographics/Inflation - The Great Power Competition Between US & China.
7/29/23 - Re: Inflation/Real Estate - CRE Trends / The Strong US Consumer & The "Ivan Drago" Fed.
9/6/23 - Re: Inflation/USD - The Four Horsemen of US Resilience Will Make the Fed an Uneven "Distributor of Pain."
10/21/23 - Re: Inflation/Oil/Gold/Yield Curves - Revisiting Bear Steepening, Recency Bias & That 70's Show.
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