Horizon Kinetics' Semi-Annual Commentary
July 28, 2022
Not all prices have the same drivers. Cyclical drivers may obscure structural factors, and will impact prices very differently in a slowing economy.
We discuss the investment implications in the semi-annual INFL commentary, found at the link below.
https://horizonkinetics.com/app/uploads/INFL_SemiAnnual-Commentary_FINAL.pdf
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