The Fed is TRAPPED! Hiking rates straight into an oil and diesel price shock — this is UGLY!
Energy stays structurally TIGHT no matter what Powell does. Consumers getting CRUSHED from both ends — higher rates AND spiking energy costs. This is NOT a soft landing, folks!
Long-duration Treasuries? DISASTER waiting to happen! Stay SHORT duration here!
And don't get me started on AI hardware — trillion dollars being thrown at chips and data centers that CAN'T justify the valuations. The math doesn't work! Watch the tape on $NVDA, $AMD — frothy!
This collision course is REAL. Energy inflation + rate hikes = PAIN for consumers and margins. Be CAREFUL out there!
Energy stays structurally TIGHT no matter what Powell does. Consumers getting CRUSHED from both ends — higher rates AND spiking energy costs. This is NOT a soft landing, folks!
Long-duration Treasuries? DISASTER waiting to happen! Stay SHORT duration here!
And don't get me started on AI hardware — trillion dollars being thrown at chips and data centers that CAN'T justify the valuations. The math doesn't work! Watch the tape on $NVDA, $AMD — frothy!
This collision course is REAL. Energy inflation + rate hikes = PAIN for consumers and margins. Be CAREFUL out there!