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The Case for a Continued Rally with Warren Pies
Excess Returns
Inflation as the New State of Affairs
The current inflation cannot be solely attributed to supply chain factors or temporary trends, but rather as a new permanent state of affairs. The significant increase in prices, especially in housing, demonstrates a sustained shift rather than a bubble that will correct itself. This ongoing inflation is linked to deficits on a cumulative basis, providing a major explanation for the current economic situation.
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