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Are Stocks Cheap? (EP.312)

Animal Spirits Podcast

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Annualized Inflation Prints by Month

Annualized inflation prints by month. It's come down according to bespoke 11 consecutive months, which is now the longest consecutive of decelery months since 1921. So it actually fell faster than it rose. I would have not believed that. To go from over 5 to under 5 is taking, it's quicker on the downside.

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