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Financial markets are fretting over inflation + rising rates = uncertainty = BUT equity TINA matters

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STRATEGY: Financial markets are fretting over inflation + rising rates = uncertainty = BUT equity TINA matters

COVID-19 is retreating rapidly in the USI am in Arizona this week for a conference. I am still marveling at how near perfect the weather is in Scottsdale in February. Temperature is in the 80s, low humidity, cloudless azure blue sk...

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