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A single best idea,

an extraordinary set of conversations as a president attends China.

I believe tomorrow within our show will be when the president lands in Beijing.

We'll have to see on that as we move forward.

But all sorts of conversations wrapped around a 5% 30-year bond wrapped around a print of

108 on Brent Crude earlier this morning, and more than anything wrapped around 3.8% inflation,

and Eric Winnegrad of Alliance Bernstein was quite heated that there's rich people inflation and poor people inflation,

and he would model out poor people inflation is a very painful 5% plus. It is the most

unusual time. Ed Yardinney, with all of his decades of work on economics and market strategy suggests higher for stocks.

Here is Ed Yardini of Yardini research.

...