Inflation Thoughts

by | Aug 11, 2021 | Daily Note | 0 comments

  • The CPI inflation report came out today mostly inline 
  • I have a few thoughts on today's report
  • The markets continue to churn frustrating just about everyone
  • Financials and the banks continue to be overweighted on the long side and could still be bought
To access this post, you must purchase Private Investors, Small Institutions, Large Institutions or Large Institutions – Quarterly, or log in if you are a member.