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Whitney Baker, Totem Macro – Put Down (The Best Investment Writing Volume 6)

The Meb Faber Show - Better Investing

CHAPTER

Is Global Inflation Enemy Number One?

markets are still pricing risk off as if it will somehow bring about some magical deflationary wave that holds yields down. But inflation is entrenched, and even the fed is now telling the market it's on its own a marizil us. Politicians have learned from the absolute best us. Fiscal shock in awl is causing inflation. This time it's a two party suicide pact of money financed fiscal america is the new brazil. Foreigners bought in large you can see on the left chart that us. Stocks are trading in their 90 ninth per centile, valuation wise, a level not seen since the dot com craze. Who will be sensitive to taper and rate hike

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