Miner Company
The 'Epic Fury' Of Stagflation
Stagflation risk has materially increased due to the unprecedented oil shock from the Hormuz Strait closure and recent geopolitical events. My macro dominoes framework—lower inflation, rate cuts, yield curve steepening, small-cap leadership, and S&P 500 bull market—has largely broken down.
Stagflation risk has materially increased due to the unprecedented oil shock from the Hormuz Strait closure and recent geopolitical events. My macro dominoes framework—lower inflation, rate cuts, yield curve steepening, small-cap leadership, and S&P 500 bull market—has largely broken down.