TCL 1.27% $12.71 transurban group

Long-dated real yields are quietly collapsing, page-22

  1. 1,036 Posts.
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    I think your prior post made the point about the inflation trigger not the priced for perfection idea. inflation is not going anywhere to my knowledge. interest rates may have to go back down, do not think we will get stagflation.

    No, I was only talking about lower inflation-adjusted yields being a tailwind, in valuation terms; it was you the one who stated that TCL was priced for perfection.
 
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