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"investor sentiment inflation home prices gold vs. stocks zombie companies tax receipts TIPS bonds U.S. debt unemployment housing market unemployment Joe Biden stimulus consumer spending palladium Treasurys recovery Sherman Ratio bonds Treasury bond palladium futures junk bonds investing in China k-shaped recovery Biden fracking ban Robinhood economy negative yield bonds Yellen unemployment consumer confidence recession platinum gold debt COVID-19 natural gas shipping cost home prices unemployment durable goods home prices Paul Singer leverage bitcoin mortgage rates retail vaccine stimulus gold GLD yields Japanese bonds bond market commodities market bubble vehicle miles pets afghanistan withdrawal home prices inflation expectations chip shortage employment economics roaring 20s the fed inflation balance sheet money velocity mortgage rates the fed used cars inflation shipping costs Biden's approval student loans China's labor crisis low inventory employment SPACs inflation hedge employment data energy price real estate Fed rate hikes Russia-Ukraine traders China Russia Fed interest rate hike real interest rates Paul Volcker"
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