#50: Kiril Sokoloff On The Virtues Of Just Watching The River
Superinvestors and the Art of Worldly Wisdom
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Consumer Stocks
i've been watching the relative performance of stockin retail stocks, and you mention home depot. And to me, it's been astounding to see how poor retail stocks have performed. But let's get into the some of these a, the secular forces for inflation. One of the most interesting things i think you've written about recently is this long term trends in capital versus labor. Can you destry a described kind of the underlying dynamics here and what sort of role they have to play in the trends of acid prices and inflation?
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