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Le Shrub: The Case for Commodities and Fading the "Monkeys"
Money of Mine
Inflation's Cycles Demand Caution
Inflation tends to follow a cyclical pattern involving a dip followed by a rally, reminiscent of trends observed in the 1970s. Rate cuts can initially lead to confusion around deflation, but as cuts increase, there's potential for inflation and growth to accelerate unexpectedly. This creates uncertainty regarding the timing of market shifts, highlighting the importance of maintaining cash reserves and strategic positions to capitalize on emerging opportunities. Being overly exposed to downward trends can result in significant losses, emphasizing the necessity of careful analysis and preparedness in market strategies.
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