FOUNDERS: GEOPOLITICAL DOTS CONNECTING OIL TO BONDS

Quick Outline

The Fed:

• Fighting inflation

• Yield curve inverted

• Cant raise anymore easily

• Can let Yield curve-resteepen

The Oil:

• SPR sales done

• Oil 's rallying

• Goods Inflation returning

The Effects:

• kill oil, kill goods inflation

• kill oil, kill brics

The Danger:

• Credit downgrade risk

• •The Tools to Deal with the Danger:

• QE/YCC to stop yields from climbing

• Stop spending money

• Drag the R…