I didn’t have a clue what point she was trying to make in the Tweet that everyone jumped on, but I didn’t for one minute believe that she was clueless about how bonds work.
But I did find a bunch of new people to flip the BOZO bit on based on their Tweets about that Tweet.
To be fair, I’ve flipped the BOZO bit on most people who comment on macro based on their inability/unwillingness to update their priors in the face of what the Fed has been up to since July ‘21.
