What Are Some of the Themes That Are Attractive to You in the Inflation World?

I'm definitely not barishon stocks. Belong commodities. Gold is massively under performed. It's a huge disappointment. The thing i think people get wrong about gold is that they believe that it's an inflation hatgh. And it really isn't. If you chart gold along with a whole bunch of different economic variables, the one that it has the highest correlation to is actually budget deficits. So i've always said in the daily dirt nap, i've held gold for 16 years, and i'm going to continue to hold it until we start cutting the budget deficit. I have some wheat that has just been harvested. But as much as i talk about being a cold blooded quant

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