The Implications of Inflation for Portfolio Management

 

If you would like to see The Hedge Economists view of the implications of the current inflation on portfolio management, they have just been posted on Seeking Alpha  @(https://seekingalpha.com). The posting focuses on implications for a traditional IRA.

The posting explains the philosophy and objectives behind the management of the traditional IRA. It then discusses the portfolio implications of the current inflation in general terms. It describes the types of companies that the Hedged Economist believes should be added to the portfolio. The actual portfolio is then used as an example of those types of adjustments. The rationale for adding and trimming positions is described in terms of the portfolio and its objectives. It concludes with a discussion of the implications of the current inflation for the future stock market and economic outlook.