“The winners in the stagflationary 1970s”
This is the only piece of research I printed and kept over last couple of years (there’s even a coffee stain there).
Obvious that long skew has to be towards Energy, Real Estate and Value pic.twitter.com/J3vjGnUI7q— Shrubbery Stagflation Capital 🌳🇺🇦 (@agnostoxxx) September 19, 2021
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