We were going to discuss Inflation, but in honor of Tom Keene’s vacation we flipped the script last minute.
This is a nuanced argument to try to make in 4 minutes, but I gave it a shot: The key to understanding long-term investing is to recognize why this week or this month is not relevant if you have a time horizon measured in decades.
Ritholtz Says It’s Hard to Be Long-Term Bearish on U.S.
Source: Bloomberg, March 23rd, 2021
