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David Einhorn of Greenlight Capital has increased his bets on inflation, anticipating a rise to 3.5%-4.5% due to proposed tax cuts and wage growth under Trump's policies. He expressed concerns about the inflationary impact of these measures, while also noting the stock market's high valuations and potential volatility in the bond market. Nelson Peltz of Trian Partners echoed these sentiments, highlighting the concentration of market power among a few high-momentum stocks.
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