Benjamin Halliburton, founder and chief investment officer at the Building Benjamins investment newsletter, says that inflation and interest rates bottoming out last year after a decline/trend that lasted for 40 years has now put investors into a new territory, forcing them to consider areas and industries that benefitted from decades of disinflation. It’s the biggest inflection point of most investors’ lifetimes, he says, but it’s an adjustment that people will need to make to keep the profits rolling in the changed conditions they’ll see for years to come.
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