Risk Management and Asset Allocation For Tiger 21
Money Tree Investing
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Is Inflation a Product of Business Cycles or Public Policy?
Inflation is on everybody's mind. The best evidence is that the really heavy duty inflation that we've seen in the last three months has piqued. Most people expect that it'll be lower by year end, in time for the election. But there are exogenous factors. If china invades tian, we're going to have a real problem with supply chainand particularly with chips,. That's what a diversified portfolio is. You want to have cash for the unexpected. And you want to have some assets that do better in inflationary times.
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