Sounds about right, as long as inflation recedes. I don't see that happening. Unfortunately what we need is a real cleansing of the gunk ed up system the FOMC has created. Inflation makes this time truly different. Most of these 30-40 year olds have no idea what inflation is.
Anything that is of a high quality and undervalued in US insurance/industrial - into the pocket for ~1 year. Few good, potential targets in EU as well, like Denmark. Please Mr.Crash, happen faster. Meanwhile folks jumps into commodities. Gl.