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Chart Storm For The New Year | Weekly Round Up

Inflection Point

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What Real Yields Do During Economic Expansions?

The longest economic expansions tend to be where real, real yields are slightly positive, but relatively moderate and pretty consistent in general. So obviously, right now, you know, we have really high c p i. It depends on whether or not that moderates. And honestly, even as i'm talking jack, listening to that interview that you did with felix zulov recently, a lot of people are kind of coalescing around this idea that there's one more gasp, so to speak, in this bull market,. But if they don't, then i think what that kind of tells you is that maybe it's not necessarily the end of the bull market, but it might be the beginning

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