A Sector that Could Benefit from Inflation

Child Tax Credit day is here…and interestingly, those dollars may not go as far as they would have a couple months ago when this was first approved. Why? Inflation. ConAgra this week reported their quarterly numbers and their CEO Sean Connelly noted the following: “As the fourth quarter unfolded, input cost inflation accelerated and weContinue reading “A Sector that Could Benefit from Inflation”

Getting the Band Back Together

Well this weekend marked a reunion of sorts…. No, I am not talking about the cast of Friends, or the Rolling Stone, but none other than Warren Buffett & Charlie Munger. See this weekend was the 2021 Berkshire Hathaway annual meeting, live from Los Angeles. And it was good to see Uncle Warren get theContinue reading “Getting the Band Back Together”