If you want to understand the evolution of central bank policy to the current “Inverse Volker” moment this is a brilliant and detailed description from Hinde Capital of how we got here and what may happen next.
Article 116 (part 1)
Article 116 (part 2)

Dollars Distort Our Understanding of Wealth
Most investors measure wealth in dollars — but what if the ruler itself is shrinking? Since 2000, the S&P 500 is up nearly 5x in dollar terms, yet priced in

