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The reason we should not be concerned about inflation

89,498 Views | 493 Replies | Last: 28 days ago by Redstone
Stive
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AG
evan_aggie said:

No kidding? Wow T&P to his fam.

Hope he at least reached 65...

Nope. Missed it by quite a bit.
evan_aggie
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AG
Thats too bad. We are all going to go, but sort of hope we all get to 65 at least....
canadianAg
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Just sharing an anecdotal story. I'm working a multi billion dollar renewables project that would get substantial benefit from the build back better legislation as far as subsidies.

We recently had a construction contractor let us know they were going to start over on our active service negotiations because there's going to be so much money and demand for their services flying around with this bill. They reopened negotiations $45 million higher…

Classic example of inflation in my mind and will be interesting to see how much of the subsidy benefit gets eroded by inflationary pressure
administrative errors
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There's no inflation it's transitory and good.
***
Coming soon:
AE Ventures - sooner than soon
*Psychedelic Retreats
*Physical and mental exercises
*Addiction services

Step 3: property found

Step 4: set date

Step 5: plan agenda for participants, food, logistics etc, integration and counseling post-experience

Step 6: long-term planning

I am amped.
evan_aggie
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AG
That's it just inflation though right? That's, "hey, the government just decided to use a ton of tax-payers money for projects. We can name our price"
Sully Dog
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evan_aggie said:

Thats too bad. We are all going to go, but sort of hope we all get to 65 at least....
I can't remember his age off hand, but he was still at least a decade from retirement. I only met in passing, but he seemed like a great man.
Deplorable Neanderthal Clinger
administrative errors
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***
Coming soon:
AE Ventures - sooner than soon
*Psychedelic Retreats
*Physical and mental exercises
*Addiction services

Step 3: property found

Step 4: set date

Step 5: plan agenda for participants, food, logistics etc, integration and counseling post-experience

Step 6: long-term planning

I am amped.
Bradley.Kohr.II
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canadianAg said:


Classic example of inflation in my mind and will be interesting to see how much of the subsidy benefit gets eroded by inflationary pressure
All of it. The market knows exactly how much subsidy is there, ergo it will all be consumed.

It's the same issue with traditional ag - the margins are known, so there's never any money for the farmer.
YouBet
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administrative errors said:


The extremely rare inflation-GoT meme. And by extremely rare I assume the only one ever. Nice.
administrative errors
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administrative errors
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1/8th of the world population is currently experiencing double digit inflation.
***
Coming soon:
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*Addiction services

Step 3: property found

Step 4: set date

Step 5: plan agenda for participants, food, logistics etc, integration and counseling post-experience

Step 6: long-term planning

I am amped.
Bradley.Kohr.II
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administrative errors said:



1/8th of the world population is currently experiencing double digit inflation.
Who isn't? Japan is supposed to be quite low - the US is well into double digit inflation, if its calculated the way it "used to be."

I think I have 4 inputs which have not.
administrative errors
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***
Coming soon:
AE Ventures - sooner than soon
*Psychedelic Retreats
*Physical and mental exercises
*Addiction services

Step 3: property found

Step 4: set date

Step 5: plan agenda for participants, food, logistics etc, integration and counseling post-experience

Step 6: long-term planning

I am amped.
Red Pear Realty
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Sponsor
AG
My meme was spot on. Inflation at 6.8% up almost 100 bps from last month.

https://news.yahoo.com/us-consumer-prices-soared-6-133737840.html
Redstone
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AG
Where is the OP?
evan_aggie
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Biden Admin: "but you've made wage gains! Of 5%!"
LMCane
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actually wage earning dropped in today's report
Outdoorag011
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Inflation hot? Let's just change how we measure it. CPI weight change coming January 2022.


https://www.bls.gov/cpi/notices/2021/2022-weight-update.htm
Bradley.Kohr.II
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It's interesting to compare the current CPI method to that used in the early 80s
administrative errors
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Redstone said:

Where is the OP?

Don't worry about OP, I've been getting him set up on bitcoin now that he recognized the errors of his reality.


[Not really but would be realistic]
***
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AE Ventures - sooner than soon
*Psychedelic Retreats
*Physical and mental exercises
*Addiction services

Step 3: property found

Step 4: set date

Step 5: plan agenda for participants, food, logistics etc, integration and counseling post-experience

Step 6: long-term planning

I am amped.
Redstone
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The mixture of obtuseness and certainty is hilarious.

When I pop off on the Internet - which is frequent - I know what the hell I am talking about, and quite ready to fight about it.

However…

I kindly invite the OP back to argue this subject, about which I am far from expert. In fact, quite far!

How would it go? Let us reason together, and discover!
Redstone
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Now, why am I being so generous?

Because the OP has a Finance degree. Finance!

And, given this expertise, I want to challenge myself, as a voluntary transfer out of Mays in summer, 1998.
Redstone
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AG
Let's begin with a prediction:

Inflation will be a very major issue in 2022.
Bureaucratic manipulations will not be able to hide nearly double digit inflation, particularly not in those areas where voters really notice, consumer products.
Chrundle the Great
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Redstone said:

Where is the OP?

OP can't respond because his internet company raised their rates again from the "purely transitory" inflation. Sad.
Oldag2020
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Unfortunately, I no longer believe inflation is transitory. I do think it will decrease to around 3%, and may even turn deflationary at the end of 2022, but will quickly reverse and remain in the 3-4% range over the next decade.

inflation protection, for example - TIPS, real estate, stocks(hopefully) will provide protection for those living off the income in their portfolios. Anyone with long time horizons not living off income from their portfolio will likely survive
administrative errors
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Oldag2020 said:

Unfortunately, I no longer believe inflation is transitory. I do think it will decrease to around 3%, and may even turn deflationary at the end of 2022, but will quickly reverse and remain in the 3-4% range over the next decade.

inflation protection, for example - TIPS, real estate, stocks(hopefully) will provide protection for those living off the income in their portfolios. Anyone with long time horizons not living off income from their portfolio will likely survive



Told you he was all about the bitcoin if he's talking time horizons....
***
Coming soon:
AE Ventures - sooner than soon
*Psychedelic Retreats
*Physical and mental exercises
*Addiction services

Step 3: property found

Step 4: set date

Step 5: plan agenda for participants, food, logistics etc, integration and counseling post-experience

Step 6: long-term planning

I am amped.
Redstone
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AG
Well, credit to the OP for returning after these severe curb-stompings.
evan_aggie
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Yeah...
MRB10
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https://www.ishares.com/us/products/compare-funds?products=MjM5NDY3LDIzOTQ1Ng==

One might look at this comparison and come to the conclusion inflation is closer to 10%…
“There is no red.
There is no blue.
There is the state.
And there is you.”

“As government expands, Liberty contracts” - R. Reagan
Win At Life
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AG
Oldag2020 said:

Unfortunately, I no longer believe inflation is transitory. I do think it will decrease to around 3%, and may even turn deflationary at the end of 2022, but will quickly reverse and remain in the 3-4% range over the next decade.

inflation protection, for example - TIPS, real estate, stocks(hopefully) will provide protection for those living off the income in their portfolios. Anyone with long time horizons not living off income from their portfolio will likely survive



Deputy Travis Junior
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Be honest: are you only just now saying this because Powell finally fessed up to it? In other words, did you continue preaching the "Fed is brilliant and never wrong" gospel right up until the moment when they admitted they were horribly wrong?
Carlo4
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https://www.bloomberg.com/news/articles/2021-12-11/the-inflation-pros-from-argentina-offer-tips-for-rattled-americans

Argentinians laugh at our inflation
ac04
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Redstone
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How can we be assured this upward trajectory really does exist?

When even my wife, who voted for Mitt Romney because she thought Paul Ryan was "hot," notices massive inflation and complains about it weekly….this will be a major issue in 2022.
mazag08
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Crickets in here.

Are there not any more 23 year olds who think the FED can beat thousands of years of economics, history, and human nature?
 
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