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The Debt Ceiling Looms, What Next? | Weekly Round Up

Inflection Point

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The Future of Inflation

I think that inflation ends up running hotter than interest rates. At some sort of sustained period, there are probably ebbs and flows as to what that ratio looks like over the coming years. The long term return on stocks at 10.5% compounded over long, long periods have this is round 10 for evenness. Unless you're going to tell me that the 140 year trend of 10 and a half is somehow going to change,. It's not, right?

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