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Building Benjamins

Inflation Inflection. Inflation will drive the inflection change for value to outperform growth.

December 16, 2021

• Inflation Inflection.
Inflation will drive the inflection change for Value Stocks to outperform Growth Stocks.
• Rising inflation will cause a contraction of high price to earnings and price to sales ratios.
• Growth will underperform Value as this occurs.
• Growth has gone up over 500% since September 2008 while Value is up 186%. This is a reverse of the Period before September 2008 to March 2000 where Value beat Growth.
• Growth outperformed Value from 1990 to March 2000, the peak of the internet bubble.

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Building Benjamins

Tapering at the Hotel California

November 18, 2021

Tapering is the presumed end to Quantitative Easing (QE) which helped balloon the Fed’s balance sheet from $860 Billion to $8.6 Trillion. Yes, please 10X my balance sheet. The Fed is facing its Hotel California moment for the third time. Will it really taper this time or will the Fed let inflation run? You can check out anytime you want, but you can never leave.

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This article or video features Benjamin C. Halliburton, CFA or an investment idea(s) that Mr. Halliburton or Tradition Investment Management, LLC (Tradition) may invest in. Mr. Halliburton is the founder and owner of Tradition Investment Management, LLC, a registered investment adviser. Tradition is doing business as (DBA) Building Benjamins in the publishing, email, and website space. All material on the website should be considered paid advertising by Tradition. This article is a financial publication and is provided for educational purposes only. It is not an investment recommendation nor investment advice. It does not take into account your personal circumstances and whether this investment is appropriate for you, your objectives, or your risk tolerance. Under no circumstance is Building Benjamins or Tradition Investment Management LLC responsible for any actions that you may take after reading this educational information. Nothing from Building Benjamins should be considered personal investment advice. Building Benjamins and Tradition Investment Management LLC, the website, emails, interviews, social media pages, and other materials are published by Building Benjamins and do not necessarily match the opinions of the individuals or companies published or quoted herein. Investing, particularly stock or ETF investing, is risky and may result in losses and sometimes loss of your entire investment. Stock investing has company-specific operational risks like demand, competition, legal and regulatory, and broader financial market risks like liquidity, economic cycle, and government policy. You may lose money in any stock investment or other investments and are solely responsible for those decisions.

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