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Dear Mister Fantasy and a Conversation with Joe Saluzzi of Themis Trading

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The Importance of Decline in Inflation

I think just so you guys know and guy, I'm going to say you were really early on this about inflation picking up in the comps and everything like that. I actually think that's going to fizzle out. And I think what's more powerful are the deflationary readings that we're seeing in China. We're seeing guys like Elon Musk who knows how important China is to him. He's actually echoing what the Chinese are saying about deflation,. okay? It could be stagflation if the inflation goes to D."

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