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Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”

Forward Guidance

NOTE

Preparing for a Shift in Capital and Asset Performance

There is an upcoming multi-trillion dollar migration of capital people are not prepared for. Assets like hard assets and commodities are expected to outperform growth stocks due to a shift in the global economic regime. The driving forces of this shift include strong labor, fiscal and monetary stimulus, a multipolar world, and reshoring of manufacturing from countries like China back to the US.

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