The reason I say stocks are cheap compared to bonds is a very simplistic comparison, it's the yield on the Treasury vs. stocks..."

Poster Comment:

One Bank's Non-Transitory Inflation Meter Just Exploded

https://www.zerohedge.com/economics/one-banks-non-transitory-inflation-meter-just-exploded

"Our Persistent Inflation Meter jumped to 75 in June from 37 in May, indicating elevated persistent inflation"