THE NEXT INFLATIONARY INFLECTION POINT
Breaking down the upcoming shift in the market's understanding of the new inflationary environment
I’ve been thinking about inflation a lot lately.
Before I expand on my thoughts, let’s remember how we got here.
For years, I took the other side of deflationists who believed we were destined to falling prices because of debt, demographics, and dis-inflation from technology (the dreaded “triple D’s”). The deflationists told me these forces were inescapa…