✨ Value Investing Substack NEWS - FED x ECB POLICY + LONG READS SPECIAL EDITION
9.1% Inflation Breakdown, The Great Crash of 2022, Sri Lanka's Road To Ruin, Intel: Moore's Law Not Dead, Investing with Michael Mauboussin, MBS $500B Fever Dream, Why China's PLA Can't Invade Taiwan
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FRONT PAGE
FED POLICY:
Fed staff say balance sheet runoff could strain Treasury market
Record US reverse repos highlight problem of investing excess cash
The Fed Has Been 'Quantitatively Tightening' For More Than 6 Months