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1-13-25 Investor Resolutions For 2025
The Cleveland Fed's expectations for increased inflation; Oil prices rise on increased Russia sacntions (thanks, Joe Biden); economic impact of California wildfires & the Broken Window Theory: There will be a short-term uptick from rebuilding activity. Markets point lower on hawkish Fed tone; current correction process is normal. There is not data to support investor sentiment on inflation sparked by tariffs; how we really create inflation. Employment increases inflation. Companies are front-running tariffs. Rising interest rates lead to valuation reversals. Every year, Dalbar Research…
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