Founders AM: Inflation Targets are gonna get moved
Busy on the desk… not much outside of pure stock analysis BUT…
Caught our eye:
Goldman agrees with our (unvoiced) opinion. That Bessent is acting out of character in calling out for an audit of the Fed.. he’s supposed to not stir shit.
Which smells a little bad…
They also start noting the depreciation trades we spent considerable time focused on in this …