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Inflation: Just Noise or a Real Problem?

This presentation provides Stewart Capital's view that the concerns over inflation is just noise. While it is probably that inflation ticks up from the ultra-low levels of the past decade, the real issue is that we are at the end of a forty year secular decline in interest rates. This secular change will override any concerns over cyclical inflation.
Stewart Capital discusses the impact a secular rise in rates will have as well as what an investor can do to protect themselves.