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The Stagflation Panic Is Your Buying Signal
Wall Street has discovered stagflation. Goldman puts recession at 30%. JPMorgan says 35%. Ed Yardeni gives stagflation itself a 35% chance. Cable news is running 1970s comparisons. Gold bugs are insufferable. They're wrong. Not about the risks — those are real. Wrong about the conclusion. Every data point the bears cite — oil at $99.64, VIX at 31, February's -92K payroll miss — has a shelf life. And historically, the moment everyone agrees a crisis is coming is precisely when it doesn't. The S&P 500 is down 9% from its highs. The Nasdaq has dropped 12%. If you're selling here, you're doing exactly what the last three sell-offs trained you to regret.
March 28, 2026Read More