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#Fed Minutes and the big picture of what it all means for markets.  What can we expect tomorrow and till the end of the year and why it matters!

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Fed Minutes + What They Mean for Markets!

FedMinutes #FOMC #Markets #Dollar #Gold #Bitcoin #DXY #Inflation #Energy

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Anonymous

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2023-01-22 20:12:01 Inflation is still a major factor in where we go from here. There've been references to oil in recent videos. Oil is definitely a top lead indicator for inflation, but the story is waaaaay bigger and more complex than "retail consumption linked to end-of-season driving", short term price swings, etc etc. The critical fundamentals include a major lack of investment in oil infrastructure in the past 5 years, Europe's suicidal rejection of Russian oil, and the US' depletion of its strategic reserves... among other factors. I've been following the guy below for over a decade, and he's probably one of the top 3 smartest I know - more importantly, he has more intellectual integrity than most. He has a deep understanding of the oil & energy sectors and their sub-sectors, and he knows the associated linkages to the economy intimately. This presentation from last week is worth every of its 19 minutes. Much of what he's been cautioning about for a long time is starting to materialise. https://www.youtube.com/watch?v=ehHibdfvSqM
2022-07-06 23:08:26 Inflation is still a major factor in where we go from here. There've been references to oil in recent videos. Oil is definitely a top lead indicator for inflation, but the story is waaaaay bigger and more complex than "retail consumption linked to end-of-season driving", short term price swings, etc etc. The critical fundamentals include a major lack of investment in oil infrastructure in the past 5 years, Europe's suicidal rejection of Russian oil, and the US' depletion of its strategic reserves... among other factors. I've been following the guy below for over a decade, and he's probably one of the top 3 smartest I know - more importantly, he has more intellectual integrity than most. He has a deep understanding of the oil & energy sectors and their sub-sectors, and he knows the associated linkages to the economy intimately. This presentation from last week is worth every of its 19 minutes. Much of what he's been cautioning about for a long time is starting to materialise. https://www.youtube.com/watch?v=ehHibdfvSqM

Inflation is still a major factor in where we go from here. There've been references to oil in recent videos. Oil is definitely a top lead indicator for inflation, but the story is waaaaay bigger and more complex than "retail consumption linked to end-of-season driving", short term price swings, etc etc. The critical fundamentals include a major lack of investment in oil infrastructure in the past 5 years, Europe's suicidal rejection of Russian oil, and the US' depletion of its strategic reserves... among other factors. I've been following the guy below for over a decade, and he's probably one of the top 3 smartest I know - more importantly, he has more intellectual integrity than most. He has a deep understanding of the oil & energy sectors and their sub-sectors, and he knows the associated linkages to the economy intimately. This presentation from last week is worth every of its 19 minutes. Much of what he's been cautioning about for a long time is starting to materialise. https://www.youtube.com/watch?v=ehHibdfvSqM

Anonymous

If you saw inflation coming up before 2022, you would know that oil is not the biggest factor. Remember, the fed started talking QT last year, long before the war. We are living through pandemic reopening and post-COVID supply shock, with a nice oil spike as a gift from Russia on top.

Anonymous

No, oil isn't the biggest factor. It's a lead indicator. And if the EU and other countries / regions choose to boycott Russian oil and turn instead to OPEC crude, then how is that Russia's fault?

Anonymous

Well let's not get caught up in that game. The whole thing is Russia's fault for invading Ukraine and destroying their country. The fallout from that involves cutting off their lifeblood that keeps them going. Either we want to end this or not. Tough, I know.