Ultra-High Conviction: My 3 Favorite Inflation Stocks

Group 1 - The article emphasizes the ongoing discussion around inflation, particularly the long-term perspective of "higher for longer" since the pandemic [1] - The author has a beneficial long position in shares of TPL, LB, ODFL, and REXR, indicating a vested interest in these companies [1] Group 2 - The article does not provide specific investment recommendations or advice, highlighting that past performance is not indicative of future results [2] - It clarifies that the views expressed may not represent the opinions of Seeking Alpha as a whole, and the analysts involved may not be licensed or certified [2]