Slack: C0A031DLJ78/ts:1771861291.8473

Author: Mark Tetreault Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

inflationary-bust-commodity-barbell

🟢 [E319] Mental model exactly as described - internal label is 'inflation barbell'. Feels nauseous at unidimensional inflation commentary. Key insight: multidimensional treatment of inflation is investable, unidimensional is not.
supporting · 2026-04-07