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To: Sun Tzu who wrote (4957)	7/26/2022 8:14:17 PM
From: Sun Tzu	Respond to of 10768

And here is the longer term picture. And again, I agree completely. "Now we have #inflation that´s hanging around..."@Convertbond, of @BearTrapsReport, joins @RaoulGMI for a deep discussion on Raoul Pal´s Journey Man, about what’s at stake if the #Fed doesn’t begin to walk back its hawkish policies soon. Watch here 👉 https://t.co/VmwojwEIWL pic.twitter.com/ZwlQomodIH — Real Vision (@RealVision) July 26, 2022

To: Sun Tzu who wrote (4957)	7/26/2022 9:42:56 PM
From: Lee Lichterman III	Read Replies (2) \| Respond to of 10768

But if they do reverse course, what do we do about inflation? Oil will drop eventually to the 60ish range and grains will likely stabilize next year after this year's bad weather/war shocks. Beef is going to drop soon because ranchers can't feed them so they will cut herds setting us up for cheap beef this fall but expensive next year. We still have supply issues, China keeps shutting down, tariffs on Canadian lumber and Chinese goods. Wage pressure etc. How do we kill demand???