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Feb 11, 2023Liked by Fabian Wintersberger

that separation of funds in the financial markets and the real economy has been the missing link all along. It seems that the pandemic stimulus may have broken open that dam, holding the financial reserves back. I fear we will see more real economy spending, especially by governments, and therefore, more inflation in our future

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Last para being nice example of market reflexivity thesis - let's see how it will play.

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