Inflation is a growing concern as the economy surges back from coronavirus. This post will discuss companies that could benefit from the trend. The primary groups we will cover are: Industrial metals Energy / Fossil fuels Transportation Industrials Agriculture First, why are prices going up? A few different forces seem to be at work. First is the sudden resurgence of demand after 2020’s sudden halt to business. The disruption caused bottlenecks and shortages across the economy, resulting in higher prices. Second is the real recovery in major commodities like copper and corn. The global economy faced a glut of those ... (full story)