rbblum

The White Elephant That Could Destroy Your Portfolio, Part I

Not being honest about inflation is only a very small sad part of the socio-economic equation of what we will be facing when considering that current times ARE different this time around.

Transitioning of the energy sector accompanied with higher energy costs may be one aspect that everyone is talking about - n o w
. . . but what about the food sector? Being aware that just the poor of China and India are gaining ground in the food chain gives way to understanding there will be an increase level of competition for the basic food groups . . . even before considering the negative impact of mandating corn being be used to partially fuel our transportation needs.

Meaning . . . costs for energy A N D food are likely to ratchet up and not be so cheap for quite a long period of time . . . or at least within the majority of my lifetime and yours.