
Major Retail Collapse Could Lead to a Thrift Boom
Bloomberg Tech
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Is the Real Economy Going to Be Hurt by Inflation?
The real economy stocks are really going to be hurt by inflation. There's too many investors hiding out there, and we may start to see a rotation to some of these skinny balance sheets. We're talk about two to four % free cash flow yields companies like zumenpo and zen desk. But cash, of course, after inflation, is a money loser. Yes.
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