• Using the Overton Window and Occam’s Razor to help investors look at how Covid and inflation will impact the market in 2022.
• Why IWM could outperform SPY after lagging by 13.5% in 2021.
• Looking at energy prices as the main driver of inflation and why they look set to stay elevated.
• How global quantitative easing is keeping inflation from showing up in the bond market.

Published on Seeking Alpha

https://seekingalpha.com/article/4477590-stock-market-covid-inflation-impact-2022