Vinny Lingham says a 0% default risk effectively means a 100% chance of high inflation. He argues markets are missing that trade-off and links recent concern over AI capex and pressure on U.S. Treasuries to the same dynamic.
published
Vinny Lingham says a 0% default risk effectively means a 100% chance of high inflation. He argues markets are missing that trade-off and links recent concern over AI capex and pressure on U.S. Treasuries to the same dynamic.
Latest documented BWB result
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Exit /ES with a 14 Pt (56 tick) profit
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