FED says hold my beer (more)

if you think that inflation is picking up again, you're not imagining it.





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I'm not quite following. Those look like charts of crude oil and Treasuries. Are you just using those as a proxy for inflation? I think more inflation is coming too, but not so sure how what you posted necessarily says its coming.

 

And I don't see PosDiv being all that much.

 

I'd buy 5-yr bond, and hold for 6-10 months

 

Seems it's very fashionable to hold fossil fuels in disdain.
But that doesn't make them any less useful.
Maybe try a couple of cold winters without any cheap $NATGAS, (agricultural fertilizers).