Is It Impossible at the Pragmatic Inflation Litory?

My allocation is generally a combination of gold, fix andcome and equity. When i feel markets are expensive, i go down to maybe 30 % equitys right now i'm at 50 for it's leaning. I'll probably be at 30 in the next month. Weat a wil seem commodities have a big upside a Cruroialiss at a hundred steel has rallied 90 per centt everything from san to necof magnation,. Everything has rallied like crazy in the last one year. Er this at some point to reflect in corporate earnings a margins are bound to go down.