With a huge CPI print on Wednesday and a 5th straight month of inflation over 5%, we are quite literally in for a world of higher prices. It’s hard to imagine that the liquidity hype train was going to reach its final destination, but it looks like that unfortunate circumstance is coming in short order. Elon Musk in stunning fashion might be calling the market top as he unloads a shit ton of Tesla shares at a moment when Tesla stock couldn’t be more ~overvalued~. That’s brilliant market insight that you simply cannot teach. This discussion also begs the question, is WeWork destined for success?


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