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The SandPIE Model

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The SandPIE Model

Where is the fair value of the S&P based on inflation expectations?

Fallacy Alarm
Aug 2, 2022
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The SandPIE Model

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Rarely has the CPI report issued monthly by the US Bureau of Labor Statistics received so much attention as it does right here in the middle of 2022. A single number made up by a few statisticians deciding the fate of trillions of dollars invested around the world. There is good reason for such obsession. Inflation and inflation expectations have statis…

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