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One analyst thinks Kevin Warsh is Volcker 2.0 and everything just changed. I'm skeptical.
Fed Chair Kevin Warsh eliminated forward guidance and dot projections, signaling a break from post-2008 policies that backstopped asset prices. The end of the implicit "Fed put" forces investors to rethink risk management and central-bank credibility on inflation.
Zerohedge Debates
ZeroHedge Reads
Alt-Market
AntiWar.com
Bitcoin Magazine

How high can we push valuations before something snaps violently?

Regardless of your view on how much lower oil can fall, the key part is the shift in distributions and the reduction in tails for…

Risks hiding in plain sight...

It's not being bearish, it's basic financial journalism...

A basic supply-and-demand question: where will the money come from?

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