PK - assume you have considered the view of Tom Luongo and others (here is a link to another analysis of similar view -- https://greencandleinvestments.substack.com/p/its-not-about-inflation-stupid?utm_source=twitter&sd=pf ) that the fed/JP is not necessarily trying to fight/stop inflation but is instead protecting the US commercial banks and the US financial strength and independence from the effects/plans of the Davos/WEF crowd? We try to follow your updates but may have missed a direct analysis of this contra-view -- the Luongo view seems to hold water, as the idea that he's simply off-base in his approach (ie, as Tucker says, this is not a demand-side problem, it's a supply side issue) to me seems too simple and/or naive.

Thanks in advance for your insight.


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