re: the new inflation = correction
not a significant downturn due to overriding deflationary effect of globalisation on temporary supply shortages and price hikes.....Perhaps a rise in interest rates is a temporary thing..Let's hope so. Great article.
Steel related stocks seem to be taking off today. MGX, EXL, CEY.... except CSM has been hit with Kiernan's resignation but demand for steel related products should override that....... assuming interest rate hikes are temporary.
