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Stock Market Gets Ironic
What Goes Up
Is Inflation Peaking?
Inflation likely moderates supply chains kind of ease. Food and energy is a separate component, and i think that will remain elevated. Consumers are in good shape. Saving rates are high. On debt levels are low. They're starting to use revolving credit a little bit more. But but not now. The one thing we haven't talked about is, is, earnings. I'm concerned because earnings estimates have been coming down.
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