The MacroTourist

Share this post

HYPER-INFLATION-VENTILATIONS

posts.themacrotourist.com

HYPER-INFLATION-VENTILATIONS

And why the 'tourist is buying puts on crude

Kevin Muir
Nov 17, 2021
∙ Paid
41
24
Share

I’ve been struggling over the last couple of weeks. Every bone in my trading body tells me that inflation worries are overblown, but, at the same time, I fully believe that a secular shift higher in inflation has occurred. I’m left desperately trying to reconcile these two conflicting beliefs.

Today, I finally figured out how to articulate my concerns, a…

This post is for paid subscribers

Already a paid subscriber? Sign in
Previous
Next
© 2023 Kevin Muir
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing