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We Haven’t Seen the Third Act Yet
The Compound and Friends
I'm a Little Bit Surprised at the Mark Et Puked on the Inflation
I don't think there's a lot of conviction about longer term, lik commodity prices. I own a stock that just went down 30 % to day because dairy prices are up 25%. That would transitory, the word, be looked at as less stupid than it is. But i think luckwy had we had too longer, ter, multier research theses about what was happenin the world at the end of last year. And then in february when russia invaded ukraine, it it like doubled or tripled the extent of the problem overnight.
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