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Does this chart look like inflation is "contained" to you?

Stocks are in the "love it" stage for inflation.

This is the single biggest trend for 2018: INFLATION. And it could very well burst the Everything Bubble.

The real reason the markets are entering a blow off top.

As I’ve been telling clients for the last three weeks, we are moving into a MAJOR “risk on” move for the financial markets.

The currency markets are forecasting something grim.

Even the ridiculously understated CPI is at 2.4%.

Every single headline and “guru” is talking about a trade war as if it’s a guaranteed apocalyptic scenario. It isn’t. 

The real issue is that from '09 until recently, the market was completely artificial because Central Banks manipulated ALL risk by cornering the sovereign bond market.

Inflationary shocks unfold in stages. We're already well past Phase 1.

If these trendlines break (as I expect they will in the coming weeks) it will mark the beginning of the end for The Everything Bubble.

Sentiment is a strange thing, but you can use it to time market turns.

As I noted yesterday, stocks still have some life in them.

Three weeks ago we called for stocks to revisit the February lows. We're there now. What's next?

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