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Never Buy New Lows, Never Short New Highs
The Compound and Friends
Do Corporate Earnings Headg You Against Inflation?
In the 19 seventies, corporate earnings se the same pace of inflation. So owning stocks was a reasonable inflation hedge. But what if this time it's the reshoring and onshoring of like a whole host of cyclical things that we are no longer going to do outside of the united states? And all these factories now being built to make chips for the auto industry, for example, and it's like, what if that's the new tail wind for corporate earnings? Those companies could ratically get bigger in the s nd p. Know they're not that big the syclicals, but it's a story that's got possibility, right? It does. Ok, it
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