A Follow up on Inflation: The Disparate Effects on Company Values!
Musings on Markets
MAY 20, 2022
In general, higher and more volatile inflation has negative effects on all financial assets, from stocks to corporate bonds to treasury bonds, and neutral to positive effects on gold, collectibles and real assets. I then examine how equities have performed in the less than five months of 2022, where inflation has returned to the front pages.
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