The Imperfect Ten
dissecting the bullish thesis
Let's put on our hip boots and stroll into the bullish mindset, shall we?
You've seen many of these arguments before. Let's walk through them one by one.
Interest ratings on a cutting cycle: Fifty basis points isn't going to cure anyone's ills. The notion that Powell will just keep cutting is wrong-headed. As inflation returns, and it IS going to return i…
