Your PlayStation (NYSE: SONY) might be on backorder, or that new router might be weeks away, or the dealer might say they've only got seven models of that particular car left on the lot.These aren't just minor inconveniences. The 2021 global chip shortage is wreaking havoc across swathes of industries, threatening to derail the fragile global economic recovery.
The first major cryptocurrency run that topped in December 2017 with bitcoin around $20,000 featured initial coin offerings (ICO). These were "altcoins" that could be bought with other cryptocurrencies that essentially were similar to stock in a startup. The hype in the ICO market contributed to the rise in bitcoin and its decline as most ICOs valuations burst like Internet stocks during the dot-com era.This bull market in cryptocurrency, which started in March 2020 with bitc...

A lot can change in a year. At this time last year, the world was facing an unprecedented economic and health crisis. There were concerns that the loss of economic activity would affect demand which could cause the economy to go into a deflationary spiral. As a result, the central banks injected trillions of liquidity into financial markets, the federal government spent trillions to help small businesses and individuals, and companies started aggressively cutting costs to preserve cash.

Today much has changed, and it's clear that the worst of the economic and health crisis is behind us. In a year, commodity prices went from multi-year lows to new highs in many instances. Rather than being concerned about deflation, inflation seems to be the biggest concern.

While investors should continue to monitor inflation data, it's far from being a significant threat to the bull market or economic recovery. Here are three reasons why:

1. YoY Comps are Misleading

We are certainly seeing higher inflation readings across numerous metrics whether it's consumer prices, producer prices, or commentary from companies on earnings calls. For example, the latest CPI for April showed a 4.2% increase in prices from last year, and the PPI showed a 6.2% increase.

However, this data is misleading given the extreme circumstances around last year. Prices were plummeting as d...

Most Shared
Most Popular
Short Squeezes Could Lead to Market Disl... The theme of the past week has been short squeezes. Many are treating this as some sort of new development but these short squeezes tend to...
Short Squeezes Could Lead to Market Disl... The theme of the past week has been short squeezes. Many are treating this as some sort of new development but these short squeezes tend to...
Short Squeezes Could Lead to Market Disl... The theme of the past week has been short squeezes. Many are treating this as some sort of new development but these short squeezes tend to...
Short Squeezes Could Lead to Market Disl... The theme of the past week has been short squeezes. Many are treating this as some sort of new development but these short squeezes tend to...
How Google and Facebook Antitrust Lawsui... A bipartisan coalition of Attorney Generals have slammed Google (NASDAQ: GOOGL) with three separate antitrust suits in just three months, an...
How Google and Facebook Antitrust Lawsui... A bipartisan coalition of Attorney Generals have slammed Google (NASDAQ: GOOGL) with three separate antitrust suits in just three months, an...
How Google and Facebook Antitrust Lawsui... A bipartisan coalition of Attorney Generals have slammed Google (NASDAQ: GOOGL) with three separate antitrust suits in just three months, an...
How Google and Facebook Antitrust Lawsui... A bipartisan coalition of Attorney Generals have slammed Google (NASDAQ: GOOGL) with three separate antitrust suits in just three months, an...
Vaccine News Triggers Growth to Value Ro... In markets, investors are always accounting for the path vs the destination. For example, you may believe a stock is undervalued and should...
Vaccine News Triggers Growth to Value Ro... In markets, investors are always accounting for the path vs the destination. For example, you may believe a stock is undervalued and should...
Vaccine News Triggers Growth to Value Ro... In markets, investors are always accounting for the path vs the destination. For example, you may believe a stock is undervalued and should...
Vaccine News Triggers Growth to Value Ro... In markets, investors are always accounting for the path vs the destination. For example, you may believe a stock is undervalued and should...
What You Need to Know About SPACs? A Special Purpose Acquisition Company (SPAC) is formed by raising capital to take a private company public. They've been around for a while...
What You Need to Know About SPACs? A Special Purpose Acquisition Company (SPAC) is formed by raising capital to take a private company public. They've been around for a while...
What You Need to Know About SPACs? A Special Purpose Acquisition Company (SPAC) is formed by raising capital to take a private company public. They've been around for a while...
What You Need to Know About SPACs? A Special Purpose Acquisition Company (SPAC) is formed by raising capital to take a private company public. They've been around for a while...
Leveraged Buyout Introduction In order to understand what a Leveraged BuyOut, or "LBO," is we need to zoom out a bit and look at an investment portfolio as a whole. Say t...
Leveraged Buyout Introduction In order to understand what a Leveraged BuyOut, or "LBO," is we need to zoom out a bit and look at an investment portfolio as a whole. Say t...
Leveraged Buyout Introduction In order to understand what a Leveraged BuyOut, or "LBO," is we need to zoom out a bit and look at an investment portfolio as a whole. Say t...
Leveraged Buyout Introduction In order to understand what a Leveraged BuyOut, or "LBO," is we need to zoom out a bit and look at an investment portfolio as a whole. Say t...
SaaS Company Metrics to Know SaaS, or software-as-a-service, is a frequently overlooked business model that is increasingly becoming more popular with the social distanc...
SaaS Company Metrics to Know SaaS, or software-as-a-service, is a frequently overlooked business model that is increasingly becoming more popular with the social distanc...
SaaS Company Metrics to Know SaaS, or software-as-a-service, is a frequently overlooked business model that is increasingly becoming more popular with the social distanc...
SaaS Company Metrics to Know SaaS, or software-as-a-service, is a frequently overlooked business model that is increasingly becoming more popular with the social distanc...

Join now and unlock premium features