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Excess Returns
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Is There a Recession?
We'd broadly expect that growth, if inflation does secularly continue, we'll get dips, but inflation securely increases. But unlike the period we just came from, that economic growth will be met with poor earnings and much poor multiples because people won't be willing to pay the same price. So very kind of this is really a story that's as old as time. A lot of people don't understand the difference between monetary policy and fiscal and the way the money flows through the pipe.
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