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Strategies & Market Trends : The Art of Investing

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Dec 11 4:00 PM EST

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To: Sun Tzu who wrote (1643)	3/28/2021 11:33:39 PM
From: Lee Lichterman III	Read Replies (2) of 10694

I don't follow yardini's logic. Prices didn't drop last year due to covid. GDP dropped but prices of goods were stable if not higher due to scarcity in many items due to supply disruptions of raw materials and/or factory shut downs. Meat packing, lumber mills are 2 obvious examples. Trying to say, ignore higher prices because they were down last year, is just false. I want to see what data set he is using because everything I see has higher prices on everything except maybe gold and oil.

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