My gold funds still getting hammered, but I’m holding. Everything else is up more than enough to compensate.
I even bought a bitcoin on paypal today.
Inflation...the question is not if, the question is how. We have seen it in RE, and then in equities. My bet is that it hits commodities, and then finally consumer levels. Some sub-sectors will see a deflation jog—corporate RE could last many years. I am buying some oil, metals, and am looking at a few agriculturals.
I think that a ‘crash’ is still a way off, more than a year. We are now near the beginnings of my “short term”, and it looks like the transition out of the turbulent immediate term coming to a close. There are still legal election challenges, but interest in them is waning.
I am loaded up on megacaps, and might pick up another btc. Tsla and BA are still good bets.