
“A lot of disinflationary factors of the last 20-30 years are now going in reverse; when’s the ‘A-ha moment’?” (FFTT, 10/27/21)
We were recently interviewed on “MacroVoices”; key excerpts: I think it’s the beginning of a structural inflation that’s going to last many years. The reason I think it’s structural lasting for many years is I think if you look at a lot of the key factors that have been disinflationary over the last 20 years, 30 years, a lot of them are going in reverse. I think the single most important macro chart that I’m