Inflation Is Not Transitory, And Neither Is The Bear Market In Atrocious Companies | Harris Kupperman
b'With fund managers keen to lock in gains from a lucrative year, the \\u201cpain trade\\u201d is here, says Harris \\u201cKuppy\\u201d Kupperman. Moreover, pie-in-the-sky technology companies are falling back to earth, threatening to bring the entire market down with them. Yet Kuppy remains bullish on risk assets because in his \\u201cProject Zimbabwe\\u201d framework wherein inflation runs rampant as central banks remain hopelessly behind the curve, going long is the way to go. Kuppy argues that oil futures are the assets that will benefit most from inflation because ESG (environmental, social, and governance) mandates will depress supply. Kuppy, the publisher of Kuppy\\u2019s Event Driven Monitor (KEDM), also shares several idiosyncratic trades ranging from Uranium to paper. Kuppy and Blockworks\\u2019 Jack Farley also discuss China, Robinhood, and United States Oil ETF ($USO).'