What Goes Up cover image

5% Inflation for a Decade?

What Goes Up

CHAPTER

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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