Major Shifts Are Taking Place That Will Impact Inflation, Central Banks, and Investment Portfolios

The long-term drivers of inflation and the global economy have shifted in recent years, which has significant implications for issuers of debt, investors, and global central bankers.

[graywilliams_.]

Inflation is far more harmful to individuals than a collapsing stock or property market because it directly affects people's cost of living, which they immediately feel. It is not surprising that the current market sentiment is extremely pessimistic. In today's economy, assistance is critical if we are to survive.

[JF-imgl]

Chris and Kathy, appreciate the focus on longer-term issues. Very informative.

[flyshacker]

Wow! “We are dealing with an environment with an almost infinite number of relevant moving parts.” That really sums it up from the best analyst out there!

[bodhisoha]

Love this channel. In a world full of charlatans, this channel is a breath of fresh air.

[aspencouloir]

Thanks to you and Kathy for all the work you put into these videos, Chris. Very helpful content as usual.

[TheMichaelkorns]

Extremely thoughtful and helpful analysis. Thank you

[raynoldgrey]

Biggest lesson i learnt in 2022 in the stock market is that nobody knows what is going to happen next, so practice some humility and follow a strategy with a long term edge.

[rodf]

Chris, you always say keep an UNBIASED mind. Yet you also speak of expectations and better than expected outcomes. If you are short, a crash is a good outcome, but since most investors (like you) are long only, they have an automatic bias towards bullish outcomes. Better to recognize that than fool yourself into believing you are unbiased.

[fluentlogic]

I stand by my claim: this is one of the best observers of the macro financials on YT, hands down.

[GaneshD]

Excellent explanation of both fundamental and technical issues. Thank you Chris and Kathy!

[sanshuma]

It was great to see a lot of macro nicely woven in and especially the material from Michael Howell ( I secretly wished no one knew about his global liquidity index, but there you go! :)) )

[nick]

My fucking god these videos the last few weeks have been unbelievably good. Gold

[adamalker]

I'm so happy I made productive decisions about my finances that changed my life forever, hoping to retire next year... Investment should always be on any creative man's heart for success in life.

[khalifarmili]

great content i love your explanation and logic flow, thanks for sharing, I've added you as my weekly must watch

[Nameless_Ghst]

Charts look constructive, until you plot the 100 week MA on the S&P, and compare it to what we saw in '08. From the failure the S&P had at the 100 week MA in '08, it fell an additional 53%. We have been continuously failing at the 100 week MA for months now, and we are still struggling below it. That is a big line in the sand for me.

[AcmePotatoPackingPocatello]

In my travels across 5 states, I'm seeing a LOT of deferred maintenance on many of Wall Streets' top sweatheart earners. Reports of yoy and quarter by quarter profit, yet service/maintenance, to me, the consumer, is obviously declining.

Corporations are squeezing reputation for a buck.
Lookin dystopian.

[aldoscala]

It's not only moving that creates new starting points. Sometimes all it takes is a subtle shift in perspective, an opening of the mind, an intentional pause and reset, or a new route to start to see new options and new possibilities.

[andrewweis]

The equity market is acting like the little engine that could. The Fed discredited itself with disastrous policy mistakes. Maybe we're watching a market victory dance. The end of rate suppression and market disruption could be very positive.

[brahsup]

AAII sentiment is very bearish this week

[SCOTT-kive]

See if these pieces help fill in the puzzle:1 the recession has already started. 2. Cosmically large debt plus intolerable inflation into rising interest rates is.not.bullish.