Triad-Scarcity on Sale: Compelling Opportunities in an Inflationary World

Inflation affects assets unevenly. Scarce, useful assets that are difficult and expensive to replace can become increasingly valuable as the purchasing power of money declines. Years of underinvestment and rising replacement costs have created scarcity across a range of real assets and commodities, even as markets remain concentrated in what has worked recently. Where has that disconnect left scarcity on sale, and how can volatility create opportunities for patient, long-term value investors?

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