Inner Loop Intelligence
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Slack: C0A031DLJ78/ts:1771876142.1248
Author: Stuart Hardy
Date: 2026-04-07
Type: slack
Evidence: 1
Themes: 1
inflationary-bust-commodity-barbell
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[E1416]
In liquidity cascade (2008, 2020), gold takes short-term hit but purchasing power should rise. Would hide in T-Bills during worst, not long duration as curve likely steepens a lot if market expects monetisation.
commentary · 2026-04-07