This is the latest from Harris Kupperman, the founder of Capital of the Praetorians, a hedge fund focused on using macro trends to guide stock selection. Mr. Kupperman is also the main adventurer at Adventures in Capitalisma website describing his investments and travels.

I published Harris’ final thoughts in a few days ago Post outlining his thoughts why the Fed has backed itself into a corner they can’t get out of.

Harris is one of my favorite Twitter followers and I…