A discussion about inflation and interest rates…Also a bit on one of my favorite talks, why bonds aren’t smarter than stocks!
- 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