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5% Inflation for a Decade?
What Goes Up
Is the BRS Hedonically Adjusted?
There is this huge debate right now about the way the Fed computes rent and especially OER. If my scenario is correct, I would expect the yield curve to steepen quite aggressively next year. In terms of equities, the portfolio that I've been recommending is what I call the holy trinity. It's three equity sectors with very simple ETF to trade: energy, healthcare, financials.
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