Value investors and holders of energy stocks will fare decently; “growth” and tech speculators should prepare for disappointment – or worse. Over the past several years, Leithner & Company have been assessing the likelihood that consumer price inflation will remain above its historical average (see Why inflation is and will remain high, 15 August 2022 and The Risk of … [Read more...] about Which stocks win and lose under higher inflation?
Archives for September 2026
Why “timing” the market is a “loser’s game
Not even AI can win it – just as hardly anybody can profitably “tip” football or beat casinos. Random fluctuation fools almost everybody. Overview Marcus Padley is surely Australia’s most prominent advocate of market timing. He’s explicitly, repeatedly and vociferously claimed not merely that he can successfully “time” the stock market: with his help, you can, too! “If … [Read more...] about Why “timing” the market is a “loser’s game