May. 21 at 1:02 AM
$TLT $BND $VGSH $SGOV $SCHD
I agree with this.
Wage increases were more substantial back in 2020-2021
Now, we’re not going to see the wage increases that will be required to handle this current inflation spike.
We’re in a Stagflation period.
Deflation will follow.
Warsh will fight to hold rates steady for now.
3.5-3.75%
10 year 4.5%
30 year up to 5.5%
While I’ve been continuing to restructure my portfolio, I’m getting the October 2021 feeling again.
That being, in October 2021, I told my son I should sell everything and move to cash.
I didn’t and my portfolio fell a huge amount through 2024. Granted, my portfolio wasn’t structured as good then as it is now, but I really don’t like anything I’m seeing.
I still believe miners and energy are long term winners.
I still believe that food producers are undervalued, but when the market does sell off. Everything will fall.
Look at this portfolio option.
Just an idea?
https://x.com/nickgerli1/status/2057119646214410391?s=46