
Kellan Grenier
@kellangrenier
Bringing real estate prices on chain @Parcl & @parclfoundation || Best Ball enjoyer @underdog || Former pod š || Semis analyst by training š¾
ID: 1199482547211771904
27-11-2019 00:18:30
2,2K Tweet
2,2K Followers
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Kellan Grenier has cooked up a controversial thesis. It sketches a coherent roadmap: fiscal dominance + stealth YCC + managed depreciation = debt-reduction via negative real rates. History says that recipe can work but at the cost of higher trend inflation, a weaker currency,


Kellan Grenier Great thread man - matches my perspective 100%. Rates will come back down before Trump's first term is up, a mix of organic growth and hardcore debasement will be used to bring debt:gdp ratio back to manageable levels, stocks will go massively higher as an ever-increasing S&P




