I agree with all of this except the claim that corporate power is not discussed. On Bloomberg yesterday, leading BofA

I agree with all of this except the claim that corporate power is not discussed. On Bloomberg yesterday, leading BofA exec advised investing in firms which had "pricing power" as part of the "inflation trade” i.e. exactly what @JuddLegum describes here. twitter.com/JuddLegum/stat…

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