TWTR - COVID Is Here To Stay However Low Interest Rates Are Going Away

• COVID-19 already is endemic, meaning it's staying around for the foreseeable future.
• Low interest rates, which seem like they have been around forever, are getting to the end of their four-decade run.
• Look for the long end of the bond market to spiral lower first (interest rates higher) as fiscal spending proves endemic too, and weaves its way into the social fabric.
• The heart of the inflation narrative is a supply-side discipline that has been a decade long in the making.
• Since the predominant inflation narrative is not demand driven, very few investors, most of whom have only invested in a lower interest rate environment, are going to understand the switch in the investing landscape.

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