A High Price to Pay
The U.S. Federal Reserve Bank has stated unequivocally that the current state of affairs is not likely to be long-lasting. They expect the headline rate of inflation to come back down again over the course of the next year or so. The main thrust of this letter is a discussion of why the Fed could be terribly wrong in their analysis.
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Investment Megatrends
Our investment philosophy, and everything we do at ARP, is driven by the long-term Investment Megatrends which are identified and routinely debated by our investment team.
Related Investment Megatrends
Our investment philosophy, and everything we do at ARP, is driven by the long-term Investment Megatrends which are identified and routinely debated by our investment team. Read more about related Megatrend/s for this article: