To The Moon

Misreading inflation as transitory, sanctions on rivals and bifurcation of supply chain are his contribution to global inflation. 

Game theorist will vouch for status quo as the best option for Putin. If it is red herring, then it does not help Biden in fighting inflation. One can only conclude this is an extremely inept administration where raising tension is not helping anyone.

One legacy of Biden is that he has a knack of picking the wrong guy for the job and keeping them. 

Demand may not be the only arbiter for inflation this time. Stagflation may be more difficult to tame than inflation per se. 

Well accounted reasons. Plus a slowing Chinese economy and rising inflation, pricing could well be the main determinant for sales. 

Powell's flip flops and the Federal Reserve consistent behind the curve does not breed confidence he can bring about a soft landing. 

Could labour dislocation the cause for why bond yields are not reflecting the elevated cpi and ppi projections. 

Intel is still very much still a work in progress while news flow lately has shown Alibaba's mgt has rote to the core. What is good in the past do not last eternally.

I guess it has more to do with the timing of tapering comes at a time of covid resurgence and anti-globalisation. 

Don't even want to pretend to have liberal media anymore.