> Compounded by the money being printed by Fed which also doesn't have a lot of places to go.
I generally agree with your comment about the potential for a structural change in where disposable income is going, but this statement isn't technically correct. I would check out this podcast for a great explanation of it: https://www.macrovoices.com/921-macrovoices-248-jeff-snider-...
I generally agree with your comment about the potential for a structural change in where disposable income is going, but this statement isn't technically correct. I would check out this podcast for a great explanation of it: https://www.macrovoices.com/921-macrovoices-248-jeff-snider-...