Oct 30, 2019
It's the pre-Halloween episode, with tales of mystery and
intrigue from the Roberts', Sherrill, and Ratliff homesteads; What
happens when no one wants to buy bonds any more? How banks are
monetizing Federal debt; Halloween as an economic indicator (it's
not); A slide in US Male Life Expectancy and the rise in 'Deaths of
Despair;'
Dear Lance:
1) Why do we have deflation?
2) Will some tariffs be dropped and others remain in place?
3) Is the Fed swimming against the tide?
4) What does 'already priced-in' mean to the markets?
5) At what point should the Fed be held accountable for failing to
contain rampant counter-party risk in the market?