I've gone from "I don't know enough macro but I don't see how 2020 can happen without insane inflation eventually" to "I don't know enough macro but it sure seems like the insane inflation has already started arriving unevenly in many sectors" over the past few weeks.
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"oh no what if inflation" everybody says and rushes into assets that seem resilient to inflation oh no
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idk this is not really inflation in any traditional sense maybe eg driving up home prices now results in higher rents later but that’s also questionable
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It's not like money "sits" in the financial markets, right? Every time someone buys there's a seller, eventually they will spend on something else. (this is naive and maybe wrong in some crucial way) Better to have bought last year than today, but doesn't mean bad to buy today.
Thanks. Twitter will use this to make your timeline better. UndoUndo
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