4 Comments

Awesome article. Love your posts and the format, especially showing your asset class allocations. Complex data and analytics, but simple enough a college kid can understand what you're saying. And you were right about CPI! Thanks.

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Thanks. Seems like energy is going to make CPI soft again. What commodities are tracking that favor a strong print?

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Brilliant content and such an enjoyable read. Would be lovely to understand the working of CPI estimate if you have time at all?

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