Friday, August 13, 2021

Cathie Wood Says Inflation Is Transitory. She Couldn’t Be More Wrong

The stock market rally finally suffered substantial losses Thursday as the 10-year Treasury yields continue to rise. So, do we find ourselves staring down the barrel of a broad stock market retreat or a sector rotation?

Cathie Wood Says Inflation Is Transitory. She Couldn't Be More Wrong

August 13, 2021

I'm not very active on Twitter.

I use it to curate specific news feeds that follow macroeconomic trends, natural resource fundamentals, geopolitics — particularly China — and sector-specific equity analysts I admire.

I also follow a handful of "personalities" related to investing… names you're likely familiar with.

I usually try to keep my thoughts to myself... But from time to time, those "personalities" step outside of their comfort zone and into my arena — the natural resource and industrial supply chain.

And surprisingly often, they say something spectacularly wrong about things I happen to know a great deal about… That's when it's hard to keep my fingers off the keyboard...

This Is One of Those Times

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Inflation Less Than Expected but Infrastructure Will Make It Far Worse

August 9, 2021

The new infrastructure bill has also been dominating headlines, and the media seems excited about that as well… But as usual, there's a key component the talking heads are missing.

Continue Reading

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