
Is the Worst Case Priced into Tech?
Real Vision: Finance & Investing
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Warren Buffett and Charlie Munger on Powell's CPI and Interest Rate Situation
40% of core CPI is housing that housing is coming down. Commodity prices have generally rolled over. If you factored the real time housing data, that would further offset it. And then what's left there is some lagging service inflation that Powell's talking about.
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