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Three Things I Think I Think – Bad Narratives – Discipline Funds
https://disciplinefunds.com/2025/02/12/three-things-i-think-i-think-bad-narratives/
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Here are some things I think I am thinking about: 1) Inflation STILL Isn't Scary. In the wake of Wednesday's CPI report there were all sorts of scary narratives about how inflation is raging and we're on the verge of a big second wave of inflation.
