HYPER-INFLATION-VENTILATIONS

And why the 'tourist is buying puts on crude

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…