OptionProfessor
 

Click Here to Leave a Comment Below 2 comments
Mod - April 16, 2021

Hi Jim

What happens to the market in times of inflation?

Do you see that happening?

Thanks!

MP

Reply
    Jim Kenney - April 17, 2021

    Mod….historically the Value sector that we have focused on tends do do better as long as the inflation is not a
    shock or unexpected which does not appear to be the case here. Certainly if it comes with higher interest rates..
    deferred earnings like growth tend to be recalibrated….big ? will GDP/Inflation spike be transitory..nice call on IBM:):)

    Reply

Leave a Reply: