Iran War Tests the Fed’s Gradual Print Strategy
The March 2026 issue analyzes how the ongoing Iran war challenges the Fed’s “gradual print” balance-sheet expansion, comparing current projections to past QE magnitudes and noting that a prolonged energy shock could force a bigger monetary response. It links geopolitics to potential stagflation, outlines how higher energy prices could pressure households and Treasury yields, and emphasizes a three-pillar investment approach (profitable equities, commodities/hard money, cash equivalents) to navigate volatility. The piece also highlights the author’s new sci-fi thriller and encourages readers to pursue longer-term, immersive activities beyond daily news cycles.
