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“A logistics guy summarized it beautifully for the WSJ – ‘chaos increases prices.’”

kyla scanlon@kyla.bsky.social

THE SHRUGFLATION TRIANGLE I wrote about what happens when the two biggest borrowers in the economy seemingly stop caring what money costs: (1) oil, AI, and Treasuries feeding into each other (2) who ends up paying for it (people) and (3) why nobody seems to be able to stop it

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