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Tony's avatar

this was a good one.

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Alexander Fernandez's avatar

Brilliant breakdown, Alf. The “null komma null” framework is both sharp and timely — especially in highlighting the lagged CPI dynamics and the asymmetric risks building around USD exposure. The real-time shelter inflation vs. official CPI divergence is a chart more investors should be watching closely.

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Andyman's avatar

I have to join Tony, that one made me rewinding multiple times to catch every single thought.

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Matt Matusiak's avatar

That was extremely valuable information.

Thank you Alf.

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Cryptoanalytic's avatar

Thanks for the color.

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