Livre de Chasse (1387)
Neel Kashkari
That illustration above is from one of the most infl
Stalking Horse
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This commentary is being provided to you as general information only and should not be taken as investment advice. The opinions expressed in these materials represent the personal views of the author(s). It is not investment research or a research recommendation, as it does not constitute substantive research or analysis. Any action that you take as a result of information contained in this document is ultimately your responsibility. Epsilon Theory will not accept liability for any loss or damage, including without limitation to any loss of profit, which may arise directly or indirectly from use of or reliance on such information. Consult your investment advisor before making any investment decisions. It must be noted, that no one can accurately predict the future of the market with certainty or guarantee future investment performance. Past performance is not a guarantee of future results. Statements in this communication are forward-looking statements. The forward-looking statements and other views expressed herein are as of the date of this publication. Actual future results or occurrences may differ significantly from those anticipated in any forward-looking statements, and there is no guarantee that any predictions will come to pass. The views expressed herein are subject to change at any time, due to numerous market and other factors. Epsilon Theory disclaims any obligation to update publicly or revise any forward-looking statements or views expressed herein. This information is neither an offer to sell nor a solicitation of any offer to buy any securities. This commentary has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Epsilon Theory recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
Ben, I don’t want to mix metaphors, but I also saw him as a trial balloon. I think the fed wants to stop; I think they want to reverse. But they need political cover to do it, so every so often they put someone out there to test the waters. I’m not disagreeing. I was just seeing another angle.
Ok, but the big question is will they get their prey? I understand the narrative analogy well, and I’ll assume you’re right. The problem is we’re all being forced to take bets on the outcome of their hunt.
https://www.moneycontrol.com/news/business/ilfs-fallout-amfi-asks-sebi-to-allow-side-pocketing-in-debt-funds-3131741.html
Few things in this article which i can decipher based on reading episilon theory:
Any correction and additional insight would be really helpful.
Bump to this gem of an article. This is the exact same narrative game being played today…. But in the inverse direction.
Check out the messaging too in 2018 here about the Fed needing to raise rates to tame wage inflation. Lmao!