Yeah, that guy wrote:
So the week didn't end so great for stocks.
I don't have much $ in play and have always pretty much split it between stocks and bonds, but a few weeks back--before the inauguration, actually--I shifted some more of it into a bond fund. I know President Trump is generally considered good for stocks but some of what he and Musk were talking about just seemed like it was going to generate some inflation--maybe, and some uncertainty--definitely.
Though I have a finance degree, I'm not a sophisticated investor (as may be obvious), but possible inflation and definite uncertainty didn't seem like a great environment for stocks or for further lowering of the Fed's rates. So going more with bonds seemed to make sense. We'll see.
just be careful...inflation is generally worse for *bonds* than it is for stocks.
If you want to bet on a higher inflation environment with bonds...stick to very short duration bonds, money market funds, floating rate or short term TIPS.
Intermediate and long term bonds/bond funds usually get wrecked when inflation rises unexpectedly so you might want to take some caution with those.


