Latest ideas and analyses related to inflation beneficiaries

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Real Estate

+34 pts



Morgan Stanley explains why inflation is good for commercial real estate

By ethonomics on July 19, 2021, 10:13 a.m.
Tagged topics: economic recovery , Morgan Stanley , inflation beneficiaries

Views: 184, Votes: 3, Responses: 0, Attachments: 12
GM , F

+10 pts



Would own Gm an F till we get more clarity on Teslas FSD and energy business shows profitabiltiy. Then own Nio XPev and Tesla as...

By yrc7777 on June 4, 2021, 11:38 p.m.
Tagged topics: electric vehicles , analyst raises estimates , analyst raises target , JP Morgan , FSD data , semi shortage , inflation beneficiaries , better than feared

Views: 1, Votes: 1, Responses: 0, Attachments: 0
GM , F

+38 pts



$GM, $F - JP Morgan raises estimates and targets on benefit from inflation and less-than-feared impact from semi shortage

By cassie on June 4, 2021, 10:57 a.m.
Tagged topics: electric vehicles , analyst raises estimates , analyst raises target , JP Morgan , semi shortage , inflation beneficiaries , better than feared

Views: 373, Votes: 4, Responses: 1, Attachments: 19
BAC , GS , JPM , C , MS , USB , WFC

+6 pts



Great international franchise, needs to delever book , focus on higher margin units...

By whiechapel1888 on May 20, 2021, 5:05 p.m.
Tagged topics: trading revenues , Deutsche Bank , inflation fears , inflation beneficiaries , wage inflation , credit quality

Views: 3, Votes: 2, Responses: 0, Attachments: 0
BAC , JPM , MS , GS , WFC , C , USB

+38 pts



Deutsche looks at how rising inflation impacts banks - modest pick up in inflation is good, but a surge would be bad

By ethonomics on May 20, 2021, 3:26 p.m.
Tagged topics: trading revenues , Deutsche Bank , inflation fears , inflation beneficiaries , wage inflation , credit quality

Views: 193, Votes: 3, Responses: 1, Attachments: 3