The Occasional Speculator

The Occasional Speculator

Current Trends Continue

The Occasional Speculator's avatar
The Occasional Speculator
May 22, 2022
∙ Paid
1
Share

The major trends I see (and am betting on) are:

  1. Inflation continues high

  2. Interest rates are rising and have a long way to go

  3. The US is entering a recession check out QTR’s Fringe Finance and David Stockman https://www.davidstockmanscontracorner.com

  4. Russia is winning the war (both the military war against Ukraine and the economic/sanction war against the US)…

Keep reading with a 7-day free trial

Subscribe to The Occasional Speculator to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 The Occasional Speculator
Publisher Terms
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture