That's a fair shout 64, don't disagree with any of that. Nothing is a lay down miserse in markets or economics, all we can do is weigh up our own analysis, estimate the likelihood of an outcome, calculate the risk/reward and place out bets. What i'm seeing play out is a sharp cyclical upswing in inflation (lasting a few years) in a secular deflation, primarily due to demographics.
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That's a fair shout 64, don't disagree with any of that. Nothing...
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