Is Inflation About to Re-Accelerate?

I think the case for inflation remaining at four percent or so somewhere around there is starting to settle in and making more sense. The reason is because unemployment remains low and the economy still remains strong. Short-term rates are probably gonna remain elevated for, I'll look at this six month T-bills hit 5% today. So I have the new 6040 portfolio for everyone. It seems like we get a new bubble every three months. Just invest in whatever the new bubble is. That's your new 6040.

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