Trapped by the Wrong Inflation Stories

Plus! Amazon's Triumph of Investor Relations; The Scaling Problems Aren't Obvious; Money- and Time-Weighting; Coinbase Comp

In this issue:

  • Trapped by the Wrong Inflation Stories

  • Amazon's Triumph of Investor Relations

  • The Scaling Problems Aren't Obvious

  • Money- and Time-Weighting

  • Coinbase Comp

Trapped by the Wrong Inflation Stories

Yesterday's CPI number was a surprise, albeit in the same way that tossing a coin and getting heads four times in a row is a surprise: improbable, but not…

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