This time is different, again

This resonates with me, and I think it will with many on this board. Confirmation bias, or onto something? TLDR: inflation is here, will hurt high growth and many tech stocks, invest in industrials, commodities and staples as they will benefit from inflation.…

(I do believe in the fundamental thesis, that “this time is different” was true 4-5 years ago, but it is also true once again, and we need to change our investments accordingly)

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TLDR: inflation is here, …

For those of you who, like me, didn’t know what TLDR means:

TLDR (or TL;DR) is a common internet acronym for “Too Long; Didn’t Read.”…


For those of you who, like me,

For those of you who like me, Greetings!

The Captain