Oddbean new post about | logout
 I'm skeptical that there'll ever be a decoupling.

Anyways, I'm just relaying what I've heard, and I know this has happened many times already. 2020 was an example. Credit expsnsion -> yield curves inversion -> Deflationary event (the pop) -> printer go brr.  
 That is how most are looking at it and what is being anticipated, but there are factors we simply cannot account for as regular plebs. We don't have the same insights as the moneychangers.

It is hard to ignore what the big money has been doing though.