TOPICS AND TIMESTAMPS:

Making Sense 0:00

TEMPORARY? 0:41

GETTING HIGH 6:46

INVESTOR PLAYBOOK 11:57

$GPS INSIGHTS

#1 NARRATIVE OF TRANSITORY INFLATION MUST PERSIST TO JUSTIFY RISK

#2 HIGHER INFLATION MEANS HIGHER INTEREST RATES, WEAK STOCKS

#3 BETTER TO BE PREPARED ALWAYS, ASSETS AND SITUATION

Powell’s Five Inflation Benchmarks Are Starting to Flash Amber - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-17/powell-s-five-inflation-benchmarks-are-starting-to-flash-amber

Greed outpacing fear in world markets, Goldman Sachs CEO says | Reuters

https://www.reuters.com/business/finance/greed-outpacing-fear-world-markets-goldman-sachs-ceo-says-2021-11-17/#:~:text=%22I%20think%20markets%20generally%20when,Solomon%20told%20the%20Singapore%20event.

Goldman Sachs CEO Says Market Greed Is Now Outpacing Fear - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-17/goldman-s-solomon-warns-pandemic-exit-could-get-bumpy

(4) Paul Krugman on Twitter: "Trying to clarify my own thoughts on inflation. I got inflation wrong; I didn't see the current surge coming. But why? I didn't think the fiscal stimulus early this year would boost demand as much as Summers et al predicted ... and, in fact, so far it hasn't 1/" / Twitter