Is Global Liquidity Beginning To Resurge? | Weekly Round Up
Inflection Point
00:00
The Fed's Failure to Inject Liquidity
The market, markets lost their mind because of this belief that somehow the Fed's going to, as you said, inject liquidity, but they're not. The valuations are just stupid, right? We've had the S&P multiple expand in a world where interest rates went from one to five. That is one of my hashtags. It just wouldn't happen because earnings have gone down, not up. So everything's wrong with that picture. Now, China on the other hand, quietly, money printer gober. They're quietly printing money, lowering interest rates. Their currency is off 5%. That's a big deal. Stock market had surged from October, then fell, gave
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