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Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

Focused Compounding

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Um, So What's the Difference Between a Crypto and a Mortgage Stuff?

I think it's silly to get all excited about the fact that fuel prices and stuff went shooting up at one point. It is totally a good indicator of where you are cyclically But I think it's a silly indicator for the fed to worry about longer term Um these things often top out and then plunge Really fast After you do enter a recession if you had some sort of boom, like in 2006-2007 period You have briefly had what looked like a burst of inflation.

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