We have big issues in play. They have evolved slowly but surely. The coming months will prove to be a make or break period. • As the baton of power was handed over from Trump to Biden during the pandemic years we had the seeds of inflation sown as an induced boom met with a lack of ability to get hands on stuff. The inflation crisis was borne. • The pandemic itself did little to calm the extreme heat that had built in politics pre and post Trump; in fact it has only become more intense since. Hence the looming debt ceiling crisis. • And then, shifting gears from zero rates to 5% ones and from massive liquidity ... (full story)