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…