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The Game Has Changed

The Compound and Friends

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Is PPI Rolling Over?

Inflation and growth have been in the bottom third of this metric that we use for the latter, which goes back over the last 70 years. So how can inflation be done? I just try to have blood. PPI is rolling over. Not only is it rolling over, it's in the bottomThird of all the data back 70 years, right? This is an extraordinarily bullish zone for equities.

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