Weekend Digest #266: Inflation Rolls Over, Brown-Forman/Duckhorn Deal, Pharma & Pfizer

Taking a look at pharma and wine stocks as we prepare the portfolio for the coming economic deceleration

Nov 26, 2023

∙ Paid

As we've discussed a lot over the past month, we seem to be nearing the turning point for the inflation vs. deflation narrative, at least for the intermediate-term. U.S. CPI has retreated from a peak of almost 9% to just 3.2% now:

Inflation peaked a full year ago now and has rapidly receded. After a brief blip a couple months ago, CPI has …

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