This is the final in our series of four posts on the contrarian view for inflation. This time we look at what to do from an investment perspective.
This is the third in a series of four posts on the contrarian view for inflation, this time dealing with the inventory supercycle.
This is the second in a series of four posts I'm publishing on the contrarian view for inflation.
Runaway inflation is the theme du jour. “Protect your portfolio from hyperinflation” scream headlines from investment newsletters. I have an alternative scenario for you. Current inflation is supply-chain based, temporary, and the recent price signals might actually create the opposite effect.
The Q1 2021 reporting season is in full swing in the US, Europe and Japan and profits are booming.
