I can’t sleep. Not because I don’t want to. Something bothers me; it’s a feeling. It’s the same nagging feeling I had during the COVID pandemic . . . you need to get this right. It’s the same nagging feeling in 2021 with inflation . . . you need to get this right. It’s the same feeling now . . . you need to get this right. What’s this? This. {chart} Inflation. Specifically, where is it going? We need to get this right because this, above all else will drive your outlook on almost every investment in the coming years. As we’ve said before, interest rates are gravity, and it compensates you for two things, inflation ... (full story)