The Stagflation Narrative: What Doomers Get Wrong (Part 2)
Source: SeekingAlpha
2026-05-15 06:50:00 ET
The stagflation narrative dominating financial social media isn’t completely wrong. That’s what makes it so dangerous. After more than 30 years of managing client portfolios through actual inflationary cycles, not watching them on YouTube, I’ve learned that the most damaging investment advice isn’t built on outright lies. It’s built on partial truths, stretched past the point where the data still holds. (If you haven’t read Commodity Supercycle: The Enemy Of The Bull Thesis (Part 1) , it is an important primer to today’s discussion.)...
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The Stagflation Narrative: What Doomers Get Wrong (Part 2)
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