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Schemppho
2022-03-11

In times of high inflation, this is the type of asset Buffett is buying

投资者担心即将出现滞涨风险，对全球经济前景感到担忧，避险情绪有所升温。

In times of high inflation, this is the type of asset Buffett is buying

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Now, the inflation rate in the United States is at its highest point in nearly 40 years. Investors are worried about impending stagflation risks and worried about the global economic outlook, and risk aversion has heated up. The S&P 500 and Dow Jones Industrials remain in correction territory, while the Nasdaq is in a bear market.<img src=\"https://static.tigerbbs.com/e11858a9622f59c3239fcccc351b5768\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/>U.S. inflation hit a four-year high in February, with the consumer price index rising 7.9% year-on-year. Gasoline prices are at record levels, hurting consumer budgets. Analysts have warned that persistent inflation and slowing economic growth, also known as stagflation, could be seen in the U.S. and Europe, with higher energy prices eating into household spending on other items.\"COVID-19 pandemic will mark the dividing line between the deflationary forces of the past 30 to 40 years and the recovery of inflation over the next 20 years,\" said former Bank of England governor CharlesGoodhart, who predicted that inflation in advanced economies would stabilize at 3% to 4% around the end of 2022 and remain there for several decades, compared to about 1.5% in COVID-19 pandemic in the previous decade.\"The Fed has an extremely tough challenge, and it has to really walk a tightrope between inflation and pushing us into a recession,\" said Ed Keon, chief investment strategist at PGIM Quantitative Solutions.These numbers will undoubtedly leave many investors wondering: How can I protect myself from inflation? Generally, many experts recommend investing wisely to hedge against inflation. But what kind of companies should investors buy? Here's what Warren Buffett has said over the past few decades.At the 2015 shareholder meeting, the Berkshire Hathaway chairman and CEO noted: \"In times of inflation, the best businesses are those that you buy once and don't have to continue to make capital investments afterwards,\" while you should avoid \"any business that requires significant capital investments\". He stressed that real estate does well during inflation, you can buy it once and then appreciate too; At the same time, he noted that industries such as utilities and railroads aren't good investments in times of inflation.At a shareholder meeting in 2009, Buffett pointed out that the first thing you can do to fight inflation is to invest in yourself and your skills. After this, he said, \"The second best protection is to run a good business,\" meaning that even if the company has to raise prices, there is still demand for its products.In a letter to shareholders in 1981, Buffett made this as clear as ever, in which he wrote that a company that can withstand an inflationary environment must have two characteristics:(1) the ability to raise prices easily (even when product demand is flat and capacity is underutilized) without fear of significant loss of market share or unit production;(2) A small amount of additional capital investment is needed to accommodate large growth in firm size (usually generated more by inflation than real growth).It is worth noting that Buffett prefers the tried and tested method to choose individual stocks: index funds. In 2021, at a shareholder meeting, Buffett declared that \"I don't think the average person can pick stocks,\" noting that he recommended holding S&P 500 index funds for the long term.</body></html>","source":"wind","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>In times of high inflation, this is the type of asset Buffett is buying</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIn times of high inflation, this is the type of asset Buffett is buying\n</h2>\n<h4 class=\"meta\">\n\nWind资讯2022-03-11 09:51\n\n</h4>\n</header>\n<article>\n<html><head></head><body>The U.S. Labor Department released January data showing that the consumer price index (CPI) rose 7.9% in February compared with the same period in 2021. Now, the inflation rate in the United States is at its highest point in nearly 40 years. Investors are worried about impending stagflation risks and worried about the global economic outlook, and risk aversion has heated up. The S&P 500 and Dow Jones Industrials remain in correction territory, while the Nasdaq is in a bear market.<img src=\"https://static.tigerbbs.com/e11858a9622f59c3239fcccc351b5768\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/>U.S. inflation hit a four-year high in February, with the consumer price index rising 7.9% year-on-year. Gasoline prices are at record levels, hurting consumer budgets. Analysts have warned that persistent inflation and slowing economic growth, also known as stagflation, could be seen in the U.S. and Europe, with higher energy prices eating into household spending on other items.\"COVID-19 pandemic will mark the dividing line between the deflationary forces of the past 30 to 40 years and the recovery of inflation over the next 20 years,\" said former Bank of England governor CharlesGoodhart, who predicted that inflation in advanced economies would stabilize at 3% to 4% around the end of 2022 and remain there for several decades, compared to about 1.5% in COVID-19 pandemic in the previous decade.\"The Fed has an extremely tough challenge, and it has to really walk a tightrope between inflation and pushing us into a recession,\" said Ed Keon, chief investment strategist at PGIM Quantitative Solutions.These numbers will undoubtedly leave many investors wondering: How can I protect myself from inflation? Generally, many experts recommend investing wisely to hedge against inflation. But what kind of companies should investors buy? Here's what Warren Buffett has said over the past few decades.At the 2015 shareholder meeting, the Berkshire Hathaway chairman and CEO noted: \"In times of inflation, the best businesses are those that you buy once and don't have to continue to make capital investments afterwards,\" while you should avoid \"any business that requires significant capital investments\". He stressed that real estate does well during inflation, you can buy it once and then appreciate too; At the same time, he noted that industries such as utilities and railroads aren't good investments in times of inflation.At a shareholder meeting in 2009, Buffett pointed out that the first thing you can do to fight inflation is to invest in yourself and your skills. After this, he said, \"The second best protection is to run a good business,\" meaning that even if the company has to raise prices, there is still demand for its products.In a letter to shareholders in 1981, Buffett made this as clear as ever, in which he wrote that a company that can withstand an inflationary environment must have two characteristics:(1) the ability to raise prices easily (even when product demand is flat and capacity is underutilized) without fear of significant loss of market share or unit production;(2) A small amount of additional capital investment is needed to accommodate large growth in firm size (usually generated more by inflation than real growth).It is worth noting that Buffett prefers the tried and tested method to choose individual stocks: index funds. In 2021, at a shareholder meeting, Buffett declared that \"I don't think the average person can pick stocks,\" noting that he recommended holding S&P 500 index funds for the long term.</body></html>\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=ae1d15d7e346f65bac3a873b5fa3cc2d&code=D0E31498A0C5&newsopenstyle=original&lan=cn&device=ios&fontsize=normal&related=true&version=22.1.0#/3E7BD334C3DCE52E5087F3BD55F83EE2\">Wind资讯</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9beffeecb928009bf6287e307899ffe3","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=ae1d15d7e346f65bac3a873b5fa3cc2d&code=D0E31498A0C5&newsopenstyle=original&lan=cn&device=ios&fontsize=normal&related=true&version=22.1.0#/3E7BD334C3DCE52E5087F3BD55F83EE2","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197145766","content_text":"美国劳工部(Labor Department)公布1月数据显示，与2021年同期相比，2月份消费者价格指数(CPI)上涨了7.9%。现在，美国的通货膨胀率达到了近40年来的最高点。投资者担心即将出现滞涨风险，对全球经济前景感到担忧，避险情绪有所升温。标准普尔 500 指数和道琼斯工业指数仍处于修正区域，而纳斯达克指数则处于熊市。美国通胀在 2 月份达到了 4 年来的新高，消费者价格指数同比上涨 7.9%。汽油价格处于创纪录水平，损害了消费者的预算。分析师警告称，美国和欧洲可能会出现持续通胀和经济增长放缓（也称为滞胀），能源价格上涨会侵蚀家庭在其他项目上的支出。前英国央行行长查尔斯·古德哈特（CharlesGoodhart）表示：“新冠疫情将标志着过去30到40年的通缩力量与未来20年的通胀复苏之间的分界线。”他预测，发达经济体的通胀率将在2022年底左右稳定在3%至4%的水平，并在几十年内保持在该水平，而新冠疫情前十年约为1.5%。PGIM Quantitative Solutions 首席投资策略师 Ed Keon 表示：“美联储面临着极其艰巨的挑战，它必须在通胀和将我们推入衰退之间真正走钢丝。”这些数字无疑会让许多投资者产生疑问：我该如何保护自己不受通胀影响？一般来说，许多专家建议明智地投资以对冲通货膨胀。但投资者应该买入哪类公司呢？下面是沃伦·巴菲特在过去几十年里说过的话。在2015年的股东大会上，这位伯克希尔·哈撒韦公司的董事长兼首席执行官指出:“在通胀时期，最好的业务是那些你买了一次，之后就不必继续进行资本投资的业务，”同时你应该避免“任何需要大量资本投资的业务”。他强调，房地产在通货膨胀期间表现良好，你可以购买一次，然后也会升值；与此同时，他指出，公用事业和铁路等行业在通胀时期并不是好的投资。在2009年的一次股东大会上，巴菲特指出，你能做的抵御通胀的第一件事就是投资你自己和你的技能。在此之后，他说，“第二好的保护措施是经营好生意”，这意味着即使公司不得不提高价格，其产品仍有需求。在1981年的一封致股东的信中，巴菲特像以往一样清楚地阐明了这一点，他在信中写道，能够抵御通胀环境的公司必须具备两个特征：(1)能够很容易地提高价格(即使在产品需求持平和产能未被充分利用的情况下)，而不用担心市场份额或单位产量的显著损失；(2)只需要少量的额外资本投资，就能适应企业规模的大幅增长(通常更多地是由通胀而非实际增长产生的)。值得注意的是，比起选择个股，巴菲特更青睐采用久经考验的方法：指数基金。2021年，在一次股东大会上，巴菲特宣称“我不认为一般人可以挑选股票”，并指出，他建议长期持有标准普尔500指数基金。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2122,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}