Don's Daily Brief: When Inflation Causes Inflation (short this homebuilder)

The summer bear rally is over… shorts are back on.
 
   
     
   
Markets are off hard this morning, likely on the realization that inflation is settling in over Europe.

As inflation de-incentivizes production, you end up with a very nasty, self-fulfilling inflationary cycle that will stifle economic growth.

As I said on Friday: The bear market rally is over… start putting on those shorts you’ve been looking at.

► Click to discover the homebuilder short I'm recommending today.
 


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Take What The Markets Give You.
 
   
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Don Yocham

   
 

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