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Are Subscription Businesses at Risk in a High Inflation Environment?
People are worried about inflation. You can go on CNBC, Bloomberg, or the WSJ and every day there are articles with headlines like this one: “As long-term Treasury yields rise, investor Peter Boockvar warns inflation would spark the ‘market’s worst nightmare’“ The headline is clickbait (and just a tad bit of fear-mongering), but it is telling the truth: investors are worried about inflation. Sure, some have been worried and wrong about it since 2009, but this time it might be