the inflation era: winners and losers
Potential Winners and Losers: In an inflationary environment: o Losers: Long-duration bonds, high-growth tech companies reliant on cheap capital, and heavily indebted entities vulnerable to rising interest rates.
o Winners: Real assets like commodities, infrastructure, and companies with pricing power or exposure to supply chain restructuring.
kaustubhs • Inflationary_Cycles
taxes were the most popular economic platform of the 1920s, and anyone suggesting a hike was pushed aside.
Morgan Housel • Same as Ever: Timeless Lessons on Risk, Opportunity and Living a Good Life
Between 2021 and 2024, 6m Indonesians had fallen into the “aspiring middle class”, an official euphemism for being a stone’s throw away from poverty. The middle-class share of the population had fallen to 17% from 22% before the pandemic.
Inflation is also a gigantic redistribution mechanism. Inflation allows the quick, the clever, and the debtors to take advantage of the slow, the naïve, and the creditors.