HYPER-INFLATION-VENTILATIONS
And why the 'tourist is buying puts on crude
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I’ve been struggling over the last couple of weeks. Every bone in my trading body tells me that inflation worries are overblown, but, at the same time, I fully believe that a secular shift higher in inflation has occurred. I’m left desperately trying to reconcile these two conflicting beliefs.
Today, I finally figured out how to articulate my concerns, a…