I was expecting inflation to be down despite the escalation in oil prices and the continuing war in Iran.
I believe inflation keeps going down but over time the US government will print money to fund wars, and social spending, like S.S. and other programs.
I believe the US will do like Europe and Japan and so buying assets and betting currency prices will be down.
So owning assets like Reits, Gold, and AI Tech will do well overtime.
Although the inflation numbers came in lower than expected bond prices didnt rally much, although low end bonds rallied. I mean shorter term bonds did.
Thats it for now.
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