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Earnings Quality: A Key Portfolio Combatant of Inflation?

By: Altegris Research (Curators) on 2/25/22 12:01 PM

Weekly Round-Up
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Weekly Round-Up: Issue 012822

 
Earnings quality, a key portfolio combatant of inflation?

A Machine Learning Approach to Constructing an Inflation-Themed Equity Portfolio | Two Sigma

 

 
The unwinding of multiple bubbles

Let the Wild Rumpus Begin | GMO

 

 
Carbon allowances, opportunity awaits

Hedge Funds See No End to Carbon Rally After Last Year’s Surge | Bloomberg

 

 
Recovery transitions

You’re gonna need a bigger boat! | KKR

 

 
Policy turn?

China Urges Banks to Boost Lending After Slow Start to 2022 | Bloomberg

 

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