Re-Ranking is that this yr’s large buzzword. It’s the method by which the consumers and sellers available in the market rethink the valuation of a inventory (or, on this case, each inventory) primarily based on a brand new notion. In 2022 all the market is up for re-rating all of sudden now that the Federal Reserve’s rhetoric about preventing inflation has turned hawkish so out of the blue.
And so even if earnings for many firms have been persistently robust, it’s the valuation we’re keen to placed on these fundamentals that’s modified so drastically. The a number of. We get Peter Boockvar’s tackle this and much more on this week’s The Compound and Associates.
