muscleman Posted June 11, 2020 Share Posted June 11, 2020 It seems to me that the FED's 4bn per day QE is way bigger than the prior 3 QEs. I am looking for sectors that will do well in an inflation period. I would think Oil, gas, and gold miners would do well. But I remember seeing some book, probably from Buffet or some other author that asset light business do better in this case because they don't have to spend a bunch of capex to add more hard assets in order to grow earnings, and in an inflation period, the hard assets are more expensive so the capital intensive businesses see their capex sky rocket. What do you guys think? Link to comment Share on other sites More sharing options...
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