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BEARISHIn depth · 4/5

Inflation surge in industrial inputs, not CPI

The thesis argued: a critical shortage of industrial supplies will drive inflation in key inputs like diesel, chemicals, and helium, which is missed by the CPI.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Inflation surge in industrial inputs, not CPI · Zortix