Savvy Trades and Investments

[gilead23]

Study on inflation and market returns

Came across this study with some pretty good data on asset returns and inflation. Long commodities and energy is the predictable answer. Personally I like royalty trusts in theory because unlike miners or energy companies their expenses don’t really increase during inflation. I wish I knew if this is really transitory. There are seemingly reasonable arguments on both sides.

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3813202