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Argentina’s monthly inflation went from 25.5% in Milei’s first month to 1.7% in August 2026. As expected when government stops printing pesos to cover the deficit. Fiscal surplus first, then prices stop sprinting. The “experts” who called this “austerity theater” now have 33 months of INDEC data to explain away.
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The presumption that the Fed raising short-term rates reduces inflation is predicated on the belief that higher rates reduce demand and investment. But what if higher rates don’t reduce demand and investment because the demand for intelligence and energy is unaffected by higher rates because winning the race for super intelligence has a near infinite ROI and the demand for compute will remain incalculable. Why won’t higher rates at this unique moment in history therefore lead to more inflation as interest costs are embedded in everything? And the problem is compounded as the more the Fed raises rates, the more inflation we will have and the more the Fed will need to raise rates further and so on. But what if the old models don’t apply to the current paradigm and the Fed is wrong? I think the Fed might have just made a mistake. Am I right or am I wrong?
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Federal Reserve Chair Kevin Warsh says U.S. inflation is still too high and opens the door to more rate hikes to fight elevated prices.
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LATEST: 🏦 Kansas City Fed President Jeffrey Schmid says inflation remains "stubborn" and "sticky" but stopped short of calling for a rate hike.
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LATEST: 🇰🇷 The Bank of Korea raised its benchmark rate by 25 basis points to 3.00% for the second straight meeting, citing inflation above target and persistent financial stability risks.
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Wow. Citadel said the quite part out loud: Bessent's bond buyback program amount to “financial repression”. This will weaken the dollar and send inflation surging. In this era, you need an escape through hard assets.
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Here’s everything on the radar for Aug. 24–28: • PCE inflation • Nvidia, PDD, Li Auto, and Marvell earnings For informational purposes only.
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NEW:📈 #Bitcoin# capital inflows hit record $742B this cycle, per River. That's double the $388B from the last cycle. Gov debt >$40T, inflation >4%. 🟠 As the market has grown and institutionalized, $BTC’s volatility has declined.
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LATEST: ⚡ A Solana governance vote has opened on doubling its annual disinflation rate from 15% to 30%, which would bring SOL inflation down to its 1.5% floor by 2029 instead of 2032.
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The Tesla that Jessica just bought cost $48k and has a range of about 350 miles. The one she bought in 2015 cost $135k, adjusted for inflation, and had a range of 270 miles. People who think they dislike capitalism don't know how good they have it.
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