As expected, the CPI for May 2021 was bound to be higher q over q . What did you expect ? There’s lot of pent up demand and the global supply chain is lagging behind especially so for semiconductors which are needed for a whole host of IT devices needed for WFH arrangements!

If you listened to my earlier post below, you will know NOT to panic and hold back on any selling decisions. I leave you with a famous quote from the great Buffett.