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Billy the Kid - Criminal - BiographyWe believe that a resurgence is likely in 2018, and that it will become a mounting concern apt to have an adverse impact on valuations. In our view, the addition of stimuli (Tax Cut and Jobs Act, expanding deficits) when the economy is running at full steam will find its way into the CPI and other widely followed inflation gauges. There are already important signs that inflation is on the rise signs that are not being measured by the CPI. The little known ECEC (Employer Costs for Employee Compensation) rose.