Tejas Kuber

[Tejas Kuber @tejaskuber]

@RaoulGMI So CPI inflation is transitory.
Hard asset inflation will go on for longer but will eventually correct down too.
Disinflation will be avoided at all costs through interventions.

So everyone is not really screwed. The poor will be. The rich would only have slight discomfort.

[Tejas Kuber @tejaskuber]

@RaoulGMI Since the average consumer has miniscule purchasing power compared to the big institutions, this auto correct mechanism will apply more to the CPI than hard assets. Institutions can keep buying hard assets and equity at insane prices. The price won't be too damn high for them.