The Occasional Speculator

The Occasional Speculator

Share this post

The Occasional Speculator
The Occasional Speculator
Current Trends Continue
Copy link
Facebook
Email
Notes
More

Current Trends Continue

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

Share this post

The Occasional Speculator
The Occasional Speculator
Current Trends Continue
Copy link
Facebook
Email
Notes
More
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

Share

Copy link
Facebook
Email
Notes
More