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A drawdown of some magnitude
happens every year. Expect, prepare for it, and embrace it.
This is the reason why you earn a premium for owning stocks
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00:01 - 16/04/26
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Consumers are becoming more concerned about
short-run inflationary impacts from the
Iran War and related supply-chain disruptions, per UoM
survey data
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Energy costs stand out, rising
12.5% year-over-year as oil surged to triple digit territory
in March
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The greatest trick the Fed
ever pulled was convincing the world 4% inflation didn't
exist
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Gas prices in the US have
moved up to $4.16 per gallon, their highest level since
August 2022. The 40% spike over the last 6 weeks
($2.98/gallon to $4.16/gallon) is the biggest we've seen in
the past 30 years
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