Inflation goes up…PM prices go..down?

So your truck is half full..LOL

 

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I've been 25-35% equities in managed accounts since the beginning of the year. Rest is bonds and cash .

 

Cash is always good

 

Really? I thought in these days of inflation (and the hyperinflation that's been right around the corner for the last, I dunno, fifty years?), cash was trash. At least, that's what most of the PM folks seem to want us to think.

 

Very few say or think that but actually MEAN it. They WILL say it when stocks are flying, of course.

With the Fed on auto-pilot the next few months to raise rates, money market funds will FINALLY be paying a decent rate since 2008 and the Financial Crisis. It will be interesting to see what they pay relative to short-term rates, since they've been waiving the fees for over a decade.

 

A little of everything doesn’t hurt

 

Of course, more is always better.