Jawboning about tapering and pulling liquidity isn't an option. I believe 450 billion was pulled starting Feb 2022 and then SVB banking crisis in Mar 2023, 600 billion plus was pumped back in.
Debt to GDP above 100% only plays out one way and fiscal deficit of 7% and rising. No tapering a ponzi.
The bubble is in the bond market but the US will not be defunded from bond market dysfunction
Inflation of the debt is how it plays out. Sectors with pricing power will lead the way.
Monetary inflation hedges are the key.
NWC Price at posting:
1.8¢ Sentiment: Buy Disclosure: Held
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