Inflation has gone from an annoying “i-word” to a full-blown curse word since the Russian invasion of Ukraine. Prices of everything from oil and gasoline to wheat and corn have skyrocketed with sanctions and boycotts escalating an already volatile pricing environment. Q4 2021 hedge fund letters, conferences and more This in turn has sent shares of companies that make money from higher commodity prices even higher—and those for whom commodities are key inputs lower. For example, oil producers are hot commodities while airliners are being grounded. With the exception of pure commodity-linked bus…