15 Comments
Jun 29, 2022Liked by Peter Nayland Kust

Asset mix for impending stag/deflation? Sell or keep total stock index funds?

50E/30B + 20% cash?

10E/30B + 60% cash?

Expand full comment

Disinflation, iow deflation. Maybe they'll avoid a recession & skip ahead to depression.

My mother said only one thing about the depression. "At first it was great because everything was so cheap. Then it was awful because there wasn't anything.

Expand full comment

Superb translation for us regular types.

I still doubt the "incompetence" excuse, while there is massive incompetence in the Fed and government agencies, that is a designed in feature, like the walls between DOJ/FBI investigative groups Sundance often exposes.

This "destruction" is intentional, clearly.

Expand full comment