We finally reached peak inflation!
Jim Cramer said 7 months ago that "inflation peaked". Inflation proceeded to rise substantially. Just yesterday, good ole Jim said that inflation "is much worse than we thought". Jim Cramer is wrong almost all of the time, so this alone is a good enough reason why inflation has peaked. On top of this, the FED is raising interest rates which reduces consumer demand and pushes down inflation. Another thing we are watching is the commodity supercycle. Suffice it to say commodity prices are going to fall *a lot*, which will slow inflation or even cause deflation.
The best things to buy for a low inflation environment are puts on the energy sector / commodity sector, and longs/calls on growth stocks.
Jim Cramer said 7 months ago that "inflation peaked". Inflation proceeded to rise substantially. Just yesterday, good ole Jim said that inflation "is much worse than we thought". Jim Cramer is wrong almost all of the time, so this alone is a good enough reason why inflation has peaked. On top of this, the FED is raising interest rates which reduces consumer demand and pushes down inflation. Another thing we are watching is the commodity supercycle. Suffice it to say commodity prices are going to fall *a lot*, which will slow inflation or even cause deflation.
The best things to buy for a low inflation environment are puts on the energy sector / commodity sector, and longs/calls on growth stocks.