Good day, everyone!

As yield on the 10 year Treasury continues to climb, a newfound fear of inflation is capturing the attention of media and institutional investors alike. Well I have news for them, not only is inflation already here, but it's been here under their noses for nearly a decade!

In today’s update, we're going to explore some of the inflationary effects that they've missed and discuss how we can position ourselves for the potential bumps ahead of us. But first I want to show you what I've been up to...