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David Kirk's avatar

What are your thoughts on the #bigflip narrative I keep seeing on Twitter, basically that (ironically) disinflation is transitory, and that inflation will roar back and that the real bear market hasn't really started?

https://twitter.com/INArteCarloDoss/status/1623253168678109185?t=G4YVjkJBCJgpaT_9ahoveA&s=19

https://twitter.com/INArteCarloDoss/status/1623019667026595840?t=yRode2p5DWneM9GSeIzVHQ&s=19

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Ted Levi Toldman's avatar

Very informative! Great analysis and explanation. Thank you!

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