Kaoboy Musings

Kaoboy Musings

Re: Inflation/USD - The Four Horsemen of US Resilience Will Make the Fed an Uneven "Distributor of Pain."

US Resilience is going to force the Fed to break RoW first, and the Fed will become an Uneven "Distributor of Pain" through the USD Wrecking Ball transmission mechanism.

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Michael Kao
Sep 06, 2023
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I recently wrote a piece in which I compared the Fed to Ivan Drago, who famously said “I must break you” to Rocky in Rocky IV. As with most analogies, this one is imperfect, because in my Bizarro version of this tale, the Ivan Drago Fed will be the last man standing in its Inflation Fight.

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