Fiscal Policy, Monetary Policy & Corporate Earnings Are About To Collide
Added 2025-05-05 04:38:10 +0000 UTC
Comments
Mav, it would be interesting to have a debate between you, who believes that tarrifs are inflationary and Jay Hatfield of Infrastructure Capital who believes that they are deflationary. He was interviewed by Michael Gayed of the Lead-Lag Report on YouTube where he made that argument.
RJ_Chicago
2025-05-06 23:49:37 +0000 UTCThe energy AI trade is not the way. Low gas/oil prices will hurt and the construction bottleneck for generation and transmission means no plant announced today will be finished in the next 5 years. You are gambling on pure hope and hype
Jason Zola
2025-05-06 12:55:56 +0000 UTC
