- Is it time for my inflation screen to shine?
- Is it up to the job?
- Will any shares meet the criteria?
- …yes 13, but only after a fair bit of tinkering
Could it finally be time for my Inflation Busters screen to shine? Not since I devised the screen 10 years ago have expectations of a period of high and entrenched inflation been so great.
Maybe this time it really is the real thing. But even if it is, I have some reservations about this screen’s criteria. That’s because there is something the screen ignores which is generally considered the go-to metric to find inflation-resilient businesses: gross margins.