Terry Smith on Inflation
Not all companies are impacted equally.
The biggest frontline of protection is not having COGS a big % of expenses.
Companies with high GPM will defend themselves better in times of inflation.
During periods of high inflation (>5%), quality companies will outperform the index.
Historically, it only underperformed during one of the high inflationary period.
Macro Trend
Monetary policy, various types of price indices... Here is everything about the macro economy!
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