Stay Far Away From Housing and Commodities: Runaway Inflation is Just Noise – Dave Rosenberg

Stay Far Away From Housing and Commodities: Runaway Inflation is Just Noise – Dave Rosenberg

Cambridge House International Inc., Released on 7/10/21 David Rosenberg offers a counter-argument to the inflation narrative – demographics, death, and disruptive tech equals deflation. David believes that the inflation narrative is noise, and that ‘runaway inflation’ is backed only by headlines and not data. He also argues that housing is massively overvalued and that the […]

Jason Burack: The Truth About “Transitory” Inflation

Jason Burack: The Truth About “Transitory” Inflation

Wall St. For Main St., Released on 6/12/21 Is inflation “only transitory?” Is the May 2021 inflation numbers the peak for inflation? Consumer prices jump 5% in May, fastest pace since the summer of 2008 https://www.cnbc.com/2021/06/10/cpi-m… Shadow Stats 1980 CPI Inflation formula says 13% inflation (Updated June 10 2021): http://www.shadowstats.com/alternate_… Tavi Costa Tweet from June […]