Lower inflation is positive for long duration secular growers like TSLA

2021-05-24

$特斯拉(TSLA)$ "A Whole Bunch Of People Are Really, Really Wrong About Inflation", quotes from David Rosenberg. He is one of my favorite WS economists. He’s clearly in the “inflation is transitory” camp: As fiscal stimulus from covid is withdrawn, the higher inflation we’re seeing now will fade. Lower inflation is positive for long duration secular growers like TSLA.

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Fall forward7
2021-05-26
Fall forward7
Time to take action?

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