"Ye shall know the truth, and the truth shall make you mad"
Aldous Huxley

Quick Q&A with myself...

Trigger-happy Fed to cut 50BP more in March? Heh? I guess why act surprised... Nothing new here- Ben has lost his rational senses long time ago...

source: clevelandfed.org

I wonder if they are looking at the same numbers everyone else is?

Inflation expectations are spinning out control???
source: clevelandfed.org

Now on the real investing front- are agricultural stocks a bubble? I personally think that we are very close to the AG peak... Look for POT, MOS, ADM etc to repeat the course of DRYS and Co in the next several months... I refer to a double digit swift haircut...( I wouldn't quite go all shortthough- bubbles can feed on the themselves for a long time...)

source: http://investmenttools.com/futures/bdi_baltic_dry_index.htm

That would be all for now, stay safe
skepticalcapitalist@gmail.com

Vad