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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (66444)	2/8/2021 9:26:08 AM
From: E_K_S	1 Recommendation Recommended By DinoNavarre Read Replies (2) \| Respond to of 78744

I wonder if the market has started to price in inflation? Commodities are moving including Corn, Soybeans and some grains at/near 7 year highs. Iron Ore, steel and many metals moving higher. These inputs in the manufacturing stream may/could cause high prices. The disconnect may be the technology stocks and if they can expand their margins w/ little to no increase in their inputs (usually only human capital). Most of the other companies that require commodity inputs at best can pass those cost to the consumer and margins stay the same or might even shrink. --------------------------------------------------- BRIEF-Palantir Partners With IBM To Help Businesses Easily Deploy Powerful And Open AI Apps Feb 8 (Reuters) - Palantir Technologies Inc PLTR : * IBM AND PALANTIR PARTNER TO HELP BUSINESSES EASILY DEPLOY POWERFUL AND OPEN AI APPLICATIONS; UNLOCK VALUABLE DATA ACROSS HYBRID CLOUD ENVIRONMENTS * PALANTIR TECHNOLOGIES - NEW PRODUCT, PALANTIR FOR IBM CLOUD PAK FOR DATA, IS PLANNED FOR GENERAL AVAILABILITY IN MARCH OF 2021 * PALANTIR TECHNOLOGIES INC - NEW PRODUCT, PALANTIR FOR IBM CLOUD PAK FOR DATA, IS PLANNED FOR GENERAL AVAILABILITY IN MARCH OF 2021 * PALANTIR TECHNOLOGIES INC - PALANTIR IS ADOPTING RED HAT OPENSHIFT, ALLOWING IT TO RUN ANYWHERE IN HYBRID CLOUD ----------------------------------------------------------------- The new value proposition may be in next generation technologies that create efficiencies in the products/service provided. EKS