Dr Ed's Weekly Webinar 5/2/22

May 2, 2022 1 min read
Dr Ed's Weekly Webinar 5/2/22

Spooked investors have driven valuation multiples down to the low end of our projected range and deposited the Nasdaq in a bear market and the S&P 500 back in correction territory.

Today we examine the causes and effects of global inflation.

Below is exclusive early access to Dr Ed's Weekly Webinar for paid members. This post and video will open to the public on Wednesday.

Today we examine the causes and effects of global inflation. … Excessive US fiscal and monetary stimulus ignited the US inflation conflagration by triggering a demand shock that triggered a supply shock. When much of the stimulus leaked abroad (confirmed by trade data), it fueled global inflation. … Inflation has been deflating consumer spending on goods but not on services. But soon we expect durable goods inflation to peak and drop. Inflation has a history of being spikey. ... Finally, movie review: “WeCrashed” (+ + +) is about WeWork, not the stock market.

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