"Project Zimbabwe" - Praetorian Capital

The Fed Is Fuct Part 3

Investors like to focus on QE and QT, because of the belief that the quantity of money has an immediate effect on risk assets. In the same way, we like to focus on the Fed Funds Rate as the price of money also has a dramatic effect on risk assets. Oddly, we rarely focus on […]

Stop Shorting “Project Zimbabwe”

I have spent a lot of time on this site speaking about “Project Zimbabwe” as this period is so poorly understood and if you get it wrong, I think you’ll get annihilated. I have also written about how it’s getting strange out there as stocks no longer seem to have floors or ceilings on valuations. The moves are increasingly […]

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