September 21, 2022 was quite the day for monetary policy. The Fed raised interest rates by 75bps as expected, but Jerome Powell’s subsequent press conference had some hawkish touch for the history books. In this article, I am going through what I view as some of the key statements he made, which were really puzzling to me. My comments are structured in …
Fallacy Alarm
Sep'22 FOMC Digest
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Fallacy Alarm
High conviction concentrated growth investing combining research on innovation platforms, demography, macroeconomics and economic history.
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Fallacy Alarm
