[fishtank]

Originally Posted by Dean2

If you have money in commodity stocks or the commodities themselves have a look at what is happening. Many have given back all of their 2021 gains, others are still high but coming down. Supply of the raw materials isn't currently the constraint or what is driving inflation. The accelerating growth in inflation is due to supply chain issues, rampant demand for product caused by far more printed dollars chasing the same or lesser amount of stuff, in conjunction with constrained production and shortages of key components like Chips, Batteries etc.

With the economies of most countries just starting to open up, there is a lot of pent up demand and cash sitting in Bank accounts. Not to mention the wealth effect in many places of the large updraft in house values that provides more borrowing capability. Take a look at your portfolio and make sure you have some ability to benefit from the inflation cycle and higher interest rates. Most of these stocks are up some already but we are only at the beginning of this inflationary cycle, it will get much worse before it flattens out. ( Anyone that calls this re-inflation speaks with forked tongue. For there to be re-inflation there had the be deflation to start with and we sure haven't seen any of that in the past 18 months.)

Oil is over 72 bucks and still rising, the G7 have quietly backed away from their earlier commitment of 2030 for no more ICE vehicles as it really isn't feasible. On top of that Airplanes, boats etc aren't going electric any time soon. Still does not convince me that oil is a growth area but it does prove it has a longer runway than the talking heads are admitting to.
Hope you have all benefited greatly from the rise in the stock markets. TSX is in all time record territory and more than 2500 points or 14.3% higher, than it was before the big drop just over a year ago

yep, put some money in food and consumer good like kraft and P&G and unilever, nestle cause their price will be adjusting to the inflation .