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2 comments
Mod says
April 16, 2021
Hi Jim
What happens to the market in times of inflation?
Do you see that happening?
Thanks!
MP
Reply
Jim Kenney
says
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:):)