Inflation Update: Not Transitory Yet! – Ep 140

We are experiencing a perfect storm of inflation, formed by seemingly small factors. Each on its own may not be particularly significant, but once combined they result in an event that significantly exceeds the sum of all parts. Vitaliy provides an...

We are experiencing a perfect storm of inflation, formed by seemingly small factors. Each on its own may not be particularly significant, but once combined they result in an event that significantly exceeds the sum of all parts. Vitaliy provides an update on his previous inflation articles, and the risks he sees on the horizon.

Article: Inflation is here. But for how long? -> https://contrarianedge.com/inflation-is-here-but-for-how-long/

Article: How We Invest In Inflation-> https://contrarianedge.com/how-we-invest-in-inflation/

You can read this article online here: https://contrarianedge.com/inflation-update-not-transitory-yet/

 

Related Articles

Cable Stocks Keep Getting Punched In The Mouth – Ep 218

Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio. Read my full article about AI here: 📩 Join 86,000+ readers on...

How will AI Change Investing? – Conversations with Vitaliy – Ep 35

AI is changing the way we live our life, and investing is no different. Here is how AI will change investing in my eyes. Read my full article about AI here: 📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the...

No Shortcuts To Greatness: The Path To Successful Investing – Ep 217

One of my principles in life is to have a net positive impact on the people I touch. If every single stock I discussed only went straight up, I wouldn't have to worry about it. But this is not how life works. 📩 Join 86,000+ readers on my weekly...

Construct the Optimal Portfolio – Conversations with Vitaliy – Ep 34

A reader of mine recently asked me how I would construct the optimal portfolio. Here is how I would do it.  📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game -   The Little Book of Sideways...