Put simply a company with pricing power, low input costs & short term/flexible investments is better positioned to weather inflation than one without these characteristics. Having stable earnings and low debt help as well.
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After some thought:
You have posted what Jerome Powell calls a "frame work". During good times, Powell designed a frame work to guide the FED Reserve in it's decisions. We watched earlier this year as Powell's frame work (
transitory) failed the test. Why did it fail ? Because Jerome used historic information / numbers to design his frame work. What you posted is a frame work using historic situations / solutions / outcomes. As with Jerome's frame work, your frame work will not work in this recession. Why ? Because conditions are different on this recession.
I know you enjoy a challenge. Pick one, publically traded, company that fits your frame work and let me know what it is. I will pick one company that fits my frame work. On 1/1/2023 we will look at a chart that plots both companies for 1 year (2022). The outcome should be interesting.
EDIT: Monday, May 23, 2022
I will go ahead and make my pick on this Monday morning. This will give you the advantage to study....
S3th
I am going to pick a company that cost me money 90% of the time when I was day trading. I would short it and inevitably it would not only over come the bad news... It would make money on that bad news. Long ago the company logo was
"When other's were running away, we were running towards the problem"...
I will pick Halliburton (
HAL).... Big, old, stubborn, connected to money and one of the companies that will pull us out of this recession. Oil patch Services.