Great chart here from Bloomberg comparing consumer expected inflation and commodity prices. Clearly not a 1:1 correlation, but interesting nonetheless. As I said last week I think natural gas is attractive near $4. Many nat gas stocks are also being sold off relentlessly. Commodities, primarily those related to natural gas, look very attractive at these levels for those with a longer time horizon.
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Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.