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Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6)

The Meb Faber Show - Better Investing

CHAPTER

The Great Inflation Factors and Stock Returns

Inflation has been much maligned due to the deleterious impact of the great inflation era of the 19 sixties and 19 seventies. Equities as a whole may not welcome high rates of inflation, but certain stock selection factors have shown more resilience than others in periods of rising prices. In short, loose monetary policy often precedes inflation, but is not the sole driver.

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