A quick look at correlations of our recommendations shows our Consumer recommendation (IEDI) has a negative correlation to our Commodity recommendation (USO). The negative correlation makes sense as higher commodity prices and inflation negatively impact consumers and consumer-related companies. We can watch Consumer vs Commodity sector trends to get a read on inflation trends. The bottom line is that rising/falling inflation expectations may force us to close one of these current recommendations.
Complete the form and a member of our team will send you a copy of this publication.
While you wait, explore additional NDR research and solutions.
Institutional Investors
Custom Research
Wealth Managers
Stock Selection
ETF Selection
Please note that you are using an unsupported browser. While the site will continue to function, you might experience sub-optimal behavior until you upgrade. Please update your browser to a later version for a better experience.