Inflation Spike Thesis Could See Share Values Explode
November 29, 2023
I have been keeping a low profile in recent days because I have Covid. I am feeling better but still testing positive despite having previously used up the world's stock of vaccines.
Before I keeled over I read a piece on global money supply growth which, according to the author, has turned negative and is like to be followed by sharply falling inflation and lower interest rates. Falling interest rates are like blue touch paper for shares, especially my beloved 3Gs (great chart, great growth, great story).
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