Prediction: Rates will be higher 1 year from now and inflation by year end will be the topic du jour as it greatly outpaces the 2% goal.

Once the reverse repo is drained, watch out in the markets as well.

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That's a bit of financial plumbing arcana, but yeah.

Plz elaborate! Would love to understand more about the reverse repo and why you have this perspective

Reverse repo is nuanced but is basically a measure of excess liquidity. The draining of the reverse repo has correlated with a huge increase in all indices, BTC, while keeping oil prices low.

Knowing this info, what are your investment plays?

Commodities, energy, things that do well with inflation. Look at gold, silver, palladium, uranium, etc. charts all showing that inflation is not under control. Not financial advice.

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