Cabot Undervalued Stocks Advisor Weekly Update - Cabot Wealth Network

Cabot Undervalued Stocks Advisor Weekly Update

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Article Excerpt

We’ve written about inflation in the past two letters and promise that we’ll stop with this letter, unless some major news on this front emerges. Yet, what keeps us on the topic is commentary from brokerage firms and media outlets saying that the market is fully discounting the arrival of inflation. If inflation is here to stay, at perhaps a rate greater than, say, 3-4%, then the market is not discounting its arrival.

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