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"The first rule of compounding is to never interrupt it unnecessarily.” -Charlie Munger

00:01 - 14/05/26

As in 62 consecutive months with US inflation above the Fed's 2% target

The chase to buy calls on tech has intensified to levels not seen since 2025

Energy was the biggest gainer in the CPI data year-over-year, as expected

“The big money is not in the buying and selling but in the waiting.” - Charlie Munger