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#20: Eric Cinnamond on ’The Rapidly Increasing Inflationary Environment’

Superinvestors and the Art of Worldly Wisdom

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How to Develop an Inflation Opinion

I think everybody who is following the current environment sees inflationary pressures coming and there's no way to escape that. Casey General Stores, the average price of fuel during the period increased 30%. RPC Energy Service Company. One pretty famously knows about shortages of skilled labor and employment issues. Steinmark, we're selling a very strong regular price selling. Kirby and an inland barge company, we saw a positive change in market. The Amsterdam Standard for spot market pricing increased 10 to 15%. Patterson UTI Energy Service Co. Average operating costs, $14,000 do primarily to higher than expected labor costs. Carters, Incorporated,. They say they'll have visibility to those costs by July 2019

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