Stagflation Not Seen in Decades
- •Hey everyone, Just read this article from Tavi Costa over at Streetwise Reports titled "Stagflation Not Seen in Decades" ( link here ).
- •It’s got my mind racing a bit, to be honest.
- •He even mentions a specific mining company he thinks is worth a look which is interesting.
Hey everyone,
Just read this article from Tavi Costa over at Streetwise Reports titled "Stagflation Not Seen in Decades" (link here). It’s got my mind racing a bit, to be honest. Costa’s really leaning into the idea of impending stagflation, and while it's been a topic of discussion for a while, his conviction on it is pretty strong. He even mentions a specific mining company he thinks is worth a look which is interesting. My portfolio is heavily weighted towards growth right now, and the thought of 70s-style stagflation makes me squirm a little. I've been investing for about 15 years now and thankfully haven't had to navigate anything truly resembling that. My parents lost a fair bit during those times, and it’s always made me cautious about inflation creeping up alongside slowing growth. I’m thinking about how this could impact my retirement strategy; definitely doesn’t align with my current projections.
What are your thoughts on this? Are you buying into Costa's stagflation thesis, or do you think it's alarmist? If you are, how are you positioning your own investments? Curious to hear if anyone is already rotating into more defensive plays or commodities beyond just precious metals. Are there any other sectors that traditionally do well, or at least survive, during prolonged stagflation that you’re looking at? I'm open to some new perspectives here, especially since I'm trying to re-assess my holdings to ensure my family's future isn't overly exposed if this does play out.