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Strategies & Market Trends : The Art of Investing
PICK 45.84-1.6%Nov 3 4:00 PM EST

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To: Sun Tzu who wrote (2014)8/9/2021 9:46:40 PM
From: Rarebird  Read Replies (2) of 10495
 
Companies that can't raise their prices are already getting squeezed and their stocks are tanking. As far as shortages go, that is to be expected when you turn off the economy for a few months then turn it back on.

The US infrastructure bill is going to create a lot of work and economic stimulus. I don't see the inventory build up as a problem.

Powell is in the process of getting his wish in terms of inflation cooling off a bit. Rising rents are a big problem, though.

I see bond yields rising and another shift to value and small caps.

Market is due for a correction, but companies are now in buyback mode.
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