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In investing, the big five could more aptly refer to the connected categories of growth, inflation, interest rates, valuations, and style. 2022 is shaping up to be one of slowing toward more normal, healthy rates of economic growth and inflation, thereby paving the way to a sustainabl...
We think current cost-push inflation is poised to give way to a healthy, regenerative demand-pull environment, replete with moderate economic growth that is beneficial for the value companies in which we invest. History has shown moderate inflation can be good for value stocks. We con...
Last Thursday, the Commerce Department announced that its preliminary estimate for third-quarter growth was an anemic 2%. This was partly due to the fact that consumer spending grew at only a 1.6% annual pace, down from a torrid 12% annual pace in the second quarter. The Commerce Depa...