Iron ore rally overshot
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The iron ore bear market rally needs a new spur as steel and margins stall:
Dalian futures likewise look toppy: And coking coal: Steel output is still
ri...
2023-05-26
1999 All Over Again?
I started looking at rabbit years because for some reason they have a 12-year pattern of alternating boom-bust, and I've been thinking about how AI is like the 1999 New Economy, and then I looked into the Fed's liquidity pump and...Oops They Did It Again: Fed Repeats 1999
Labels:
AI,
Federal Reserve,
Socionomics,
technology
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