Fund manager Rob Almeida says profit margins are more important than daily data points - The Australian Financial Review

As the rising inflation, energy crises and labour shortages rage, US fund manager Rob Almeida is looking to something decidedly old school.

The full impacts of these shortages will likely play out for some time, probably years. But this week has rammed home the lesson that scarcity means higher costs, more inflation and higher interest r… [+6199 chars]

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