Escalating Energy Shock Exposing Central Bank Limits | Weekly Roundup
Episode publishedPodcast: Forward GuidanceForward Guidance
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I think there's a lot of downplaying, like how serious this is. The problems are here to stay, and basically, it's sort of escalation mode until it's not.
Everybody's looking for a taco, you can't taco reverse out of Qatar's LNG facility being destroyed.
The market's screaming growth problem here. Let's say everything goes hunky dory and oil goes to 80. That's still not good. The Fed's still not cutting. Liquidity picture's still bad. Foreign investors still need to pull their funds from these assets. I just see a pretty strong ceiling on the S and P 500 for from that perspective.
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How you doing, man? Yeah. We need this vault to cool down so we can get our boy back. He's just he's just in the trenches right now.
Dude, he's heavily in the trenches. And and and Muddy Waters is putting out some big short reports too at the same time.
Yeah, What was that, SoFi?
SoFi, yeah. They put out a short report on SoFi, which
is I wanted him to be on so we could just pepper him with it so he could just be like, I can't talk about it.
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