Oil prices are intentionally offered as Inflation Exhibit A, even though at best it is a lagging indicator. In 2008, 2011 and 2018 we saw metal prices turn south while oil kept heading north; oil incorrectly interpreting the economic setting each time. A reading, by Emil Kalinowski.
----------WHO----------
Jeff Snider of Alhambra Investments. Read by
Emil Kalinowski. Art by
David Parkins. Intro/outro is "
Deadlines" by
Dylan Sitts at Epidemic Sound.
----------WHAT----------
Chip Shortages, Crude Boiling, Fed Explosion And… No Inflation: https://bit.ly/3iWtnCG
----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP
Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/
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