Friday, February 12, 2021

Shay's Whiskey

 We suffer a mix of Shay's credit rebellion and the Whiskey tax rebellion.

We had the Obamacare tax shock, and we see the bank fees and retail credit dry up. It is another of those Hamiltonian moments, no big deal.  And this is the second time through the tax battles. Sure, this is long cycle change, but the numbers are not that big. 

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