GE HealthCare Technologies Inc

Last week, I experienced two insightful realizations. While these seem obvious in retrospect, predicting their occurrence is the trick. Not impossible but reminiscent of the saying, “What’s the difference between being early and being wrong? The Answer- None.” Commodity inflation is likely to increase, as demonstrated by the closure of the Strait of Hormuz and the resulting stranded hydrocarbons. The elevated input costs will likely permeate the broader economy, increasing input, transportation, and precursor costs, among others. Commodity inflation is likely to increase. Jeffrey Gundlach of Double Line Capital, in my opinion a knowledgeable individual, has stated his belief that … Read more