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Latest / Exponential Learning

I Said I'd Worry. I'm Worried. — Deep Dive

Alex and Jordan go deep on Eric Soda's latest Spilled Coffee investing update: the inflation puzzle (two hot reports, market barely flinched), year five of the bull market (seven-for-seven since 1950), the violent breadth thrust, CPI/PPI breakdowns, the 2008 commodities signal unpacked, why this isn't 2022, and five things to watch from here. For informational and educational purposes only; not financial advice.

The skinny

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