Irrational Exuberance Is Dying (Again)
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Are There Any Sectors That Are More Vulnerable to a Rising Prices?
Consumer savings accounts got very, very strong during the pandemic. Are there any sectors you're looking at that are more a vulnerable to a pricing power problem? You know, tpola almost strikes me as the type of place where you would cut backif you were worried about spending. We see the concept of demand destruction has been used for years in the commodities segments. But not just on the good side - i believe jet blue also had mentioned something like rising prices in consumer push back.
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