No One Knows..

No one know what’s next..

3.5 % interest rates are not the end of the world, historically it is as close to normal that one can find.

Multiple supply shocks do exist, but two things can help, build it at home, and improve logistics.

It would seem that since everyone is on one side of the boat again, it is important to take a very flexible tact on trading these days.

Getting Philosophical….

Current central bank theory is based on the belief that economies are simple and can be adjusted at will. However, the fact is, because the economy is not simple, it is complex; it is not static, it is adaptive. Everybody’s constantly reacting to all the stuff that’s going on and changing their behavior accordingly.