Inflation, Stagflation, Recession, Oh My

Jul. 02, 2022 3:31 AM ET5 Comments

Summary

  • Headlines are full of the three words in this article title. We shall discuss each separately and then take a big picture look at the overall problems facing our economy.
  • There is no denying that inflation is a major concern and the Federal Reserve is taking aggressive actions to control it. Will it be enough or is it too late?
  • Stagflation has been gaining traction in headlines lately. What is it and should we be worried?
  • Recession is also gaining more attention in the financial and economic news. Can the Fed avoid a recession? If not, how bad might it get and when can we expect it?
  • Looking for a helping hand in the market? Members of Friedrich Global Research get exclusive ideas and guidance to navigate any climate. Learn More »

Wall Street in New York City

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Scary Headlines

The headlines in financial and economic news articles can be scary, especially when the stock market is tanking week after week. Even the Dividend Aristocrat stocks are taking a beating, so we know there must be problems. This

food inflation

wsj.com

Used Car Prices

The Daily Shot

GDP Now

Atlanta Fed

Sahm indicator

wsj.com

Conference Board

The Daily Shot

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This article was written by

Mark Bern, CFA profile picture
15.12K Followers
Research on 20,000 stocks from 36 countries - made easy

Founder of Bern Factor LLC, an independent research and publishing firm located in Virginia, and CEO of Friedrich Global Research, an equities research firm covering over 20,000 companies in 36 countries worldwide . My association with the Marketplace subscription service, Friedrich Global Research, is a collaboration with Mycroft Friedrich, another contributor on Seeking Alpha. Together we have nearly 80 years of investing and analysis experience. I am a former CPA (1990 -2017) and became a CFA charter holder in 2000. I consider myself an expert in Quantitative and Qualitative analysis and have extensive experience in Technical Analysis. I also have a deep interest in stock market history and hold degrees in Economics (BS) and Management Information Systems (MBA). I have been actively involved with investment analysis since 1985 but have been a student of investing since the 1960s. I owned my first individual stock position while still in high school. I am a student of Benjamin Graham and Warren Buffett. I have achieved a uniquely diverse experience from multiple careers that has allowed me to develop a broad perspective enabling me to look at the big picture of macroeconomics all the way down to the detail of a retail unit or factory floor. In my youth I was in retail, then served in reconnaissance during my tours in Vietnam. I have been a blue collar, union worker in a factory and a manager in services, hospitality and transportation as well as a manager of professional staffs. I have more than 20 years of experience each in both the public and private sectors. I have personal points of reference that many analysts will never have. I bring more to the table than just the theories and models I have studied or built. To understand more about my investing philosophy please visit my website.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: DISCLAIMER: This analysis is not advice to buy or sell this or any stock; it is just pointing out an objective observation of unique patterns that developed from our research. Factual material is obtained from sources believed to be reliable, but the poster is not responsible for any errors or omissions, or for the results of actions taken based on information contained herein. Nothing herein should be construed as an offer to buy or sell securities or to give individual investment advice.

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