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No Capitulation Necessary
The Compound and Friends
Is That the Story of the Day?
The two year has underpinned the valuation expansion that we've experienced from the single digits in the 1982 to the peaks in 2000 and now. What is the next 10 and 15 year investment landscape look like if you don't have that much of a Of an underpinning so to speak and the feds I think to some degree the Fed is onI mean to a lot of degrees But but the idea that you want to get inflation under control it's not something you want to do Put people out of work and obviously you don'tBut the battle against inflation Not overdramatizing it but to completely overdramatize it is the story of the day, because everything else is subordinate to it.
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