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Jerry Parker & Salem Abraham - Lessons From A Lifetime of Trading | #452

The Meb Faber Show - Better Investing

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What Does Inflation Do for Stocks?

2022 is shaping up to be a little bit different. I tweeted out the other day, if we keep this up, it will be one of the top three worst years ever for 60, 40 on a nominal basis. What I puzzle over is to what extent is everything baked in to these markets? If you think of Walmart, if they raise all the prices, say 20% and all their cost go up 20%. That could absolutely show up in earnings.

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