bullish
Has Your Portfolio Realized That The Money Printer is Out of Order?
SUMMARY
- The money printer is out of order in 2022. Actually, we are even looking at BRRRR in reverse : the flow of credit reaching the private sector continues to materially slow down , as indicated by my G5 Credit Impulse metric.
- On top of it, inflation is roaring its ugly head and Central Bankers are committed to turning monetary policy into explicitly restrictive territory as fast as possible.
- When the flow of credit slows down and policymakers double down by pushing monetary policy into restrictive territory, you don’t play offense with your portfolio. You play defense
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