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I can't help but feel almost all economic growth and earning beats right now is almost entirely from inflation alone with no actual growth
are people buying more? or are things just more expensive?
are companies earning more revenue? or are they just charging customers more while doing accounting tricks to delay pricing in recent inflation into costs?
markets can stay irrational and the FED can hyperinflate the dollar so it's not a market top call, but I'm pretty sure there's little no growth outside of stock/asset prices which is just a result of governments debasing currencies to make it seem like there is growth and enrich themselves