Closing Bell Overtime: The Road Ahead for Risk 11/4/22
Closing Bell
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Are We Going to Get More Inflation?
The key takeaway of all of this is that even if we start to see some subsidization, some inflation subsiding a bit, it's probably not going to be enough to stop the Fed from its course. So where you want to go with your money is like you want to own stocks that had business models designed for higher inflation and for a higher cost of capital. You want to be very cautious on those that were not designed for that type of environment.
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