Mackerel Matters - How to Plan for Scenarios, Not Certainties

Investors need to plan for scenarios, not certainty. Straight line estimates of what might happen in an industry because of what happened in the past are not in play when mackerel matters. You also need to disaggregate price and volume. Given an inflationary world, you may think an industry or a company is growing much than it actually is. So looking for inflation winners is a new motion that the industry will go under for the rest of 20 22 and also into 20 23.