Steno Signals #15 – The one on inflation nuances and portfolio construction
It is time to be humble about inflation. It is tricky to time the peak, why a basket with embedded windshields, should inflation re-accelerate, may be the best choice.
![15](https://stenoresearch.com/wp-content/uploads/2022/12/15.png)
It is time to be humble about inflation. It is tricky to time the peak, why a basket with embedded windshields, should inflation re-accelerate, may be the best choice.
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