6 Comments

Re the SNB 🇨🇭 Comments. I get a big kick listening journalists who have consistently maligned their MP over the years. Funny how such an irrelevantly small Central Bank can( in a world of chaos) maintain rate of inflation btw 1-2%, rates of growth btw 2-3%, with the most deeply negative rate structure globally yet, support the Country’s efforts at being a global leader in innovation & competitiveness all while dealing w/ a persistently overvalued CHF. Basic Q: WHO DO YOU TRUST?

Expand full comment

Helps to be able to create francs and buy shares of actual real companies :)

Expand full comment

And thanks for making the rebalancing easier with 30% less!

Expand full comment

F’k the bear market, it’s a “freak show” with clowns everywhere. I’m sick of the headlines, the WEF has accomplished their goal. My question .”Who amongst us are left standing when the dust settles?”

Expand full comment

you've changed rudy, was expecting a couple of circus bears on unicycles when i saw the headline.

Expand full comment
Comment deleted
Jun 16, 2022
Comment deleted
Expand full comment

It's amazing Dave.Every day for a month I've heard pundits talk about the 'massive unwind' of the balance sheet...huh? What QT? They're lucky I'm not on Twitter to call out their bullshit. This isn't hard, but no one in the MSM seems to notice what is obvious to you and me.

Expand full comment