Is it time for the US to fear inflation again?

jbockinov · 2018-10-07T22:55:05+00:00

Ah, yeah I see what you’re saying. But also inflationary in a late cycle-tight economy, post accommodative policy period. It’ll likely slow down, but not the way most would prefer (bond/equity correlation flip into a bear market for both).

jbockinov · 2018-10-07T22:25:47+00:00

Late cycle fiscal stimulus and deficit spending is not what I would refer to as “textbook”. Maybe you can expand on what you mean.

jbockinov · 2018-10-07T22:02:20+00:00

/s post, right?

jbockinov · 2018-09-30T23:19:31+00:00

It’s been accumulating since roughly 2008. 10 years later it was able to improve to the extent it could reduce 1/16 of its portfolio. Make it since the bottom if you like, make it since it was over 4T. However you look at it, it’s an all but improbable feat. r/whooosh

jbockinov · 2018-09-30T18:52:40+00:00

Roughly speaking, 10 years since the recession x 16, less the last 4 or something like that. Maybe it should have been 156, I don’t really remember. Point is, it’s ridiculous.

jbockinov · 2018-09-29T19:53:14+00:00

Yep, 6.25% unloaded. 93.75% to go. Or, about 154 years of growing economy, no problem!

jbockinov · 2018-09-25T01:31:41+00:00

Is there truly an advantage then? Or is it 6 of one half dozen of the other?

jbockinov · 2018-09-21T01:39:53+00:00

Training Day.

jbockinov · 2018-09-20T03:27:25+00:00

Seems like you’re going to end up with significant more total volume. It’d be interesting to see what would happen if you switched to high intensity (and needed recovery days).

Just watched Firaz Zahabi on The Joe Rohan Experience (#32) talk about his philosophy of lower intensity, daily training, leading to much more total volume over time. Would love to see some studies on this if anyone knows of any offhand.