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🤥 AI Forecasts Inflation and Tariff Corruption
This is a brilliant post that masterfully combines AI forecasting, political corruption analysis, and investment strategy. Here's what makes it exceptional:
The Zephyr Experiment - Revolutionary Approach
Using Zephyr to predict PCE based on component analysis is fascinating. His methodology of breaking down Services vs. Goods pressure points shows sophisticated understanding:
Services Inflation Logic: Labor market strength (initial claims beat) → wage growth → sticky services inflation
Goods Inflation Logic: Durable goods orders massive beat + narrowed trade deficit → reduced foreign…
The skinny
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