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Oct 07 2021

How It All Went “Down”

  • Oct 7, 2021

The COVID rescue plan has generated a multi-trillion-dollar deluge of federal spending that has trickled down to government transfer payments, personal incomes, retail sales, and surging EPS. When considering all of these data series in relation to their long-term trends, it’s truly remarkable that the only item analysts consider to be “transitory” is inflation.

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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager