Agree!
Inflation is going up.
IMHO, Inflation is out of control. The Fed response is too little, too late. The economy is headed for recession. The only questions are: "How Deep?" and "How Long?"
The markets have a couple of bad quarters ahead.
IMHO, it will take more than a couple of quarters to recover. The worst place to be is "Bonds".
My current investment strategy is 60% stocks (mostly dividend funds) and 40% cash. The 40% cash will cover 5 years of RMDs.
If the EU changes their Russia gas and oil policy as spring arrives...that will have a huge impact on prices.
Here, I disagree. Russian oil and gas are being sold (at a discount) on the international market, primarily to China and India. The only way oil prices will come down is if Biden's policies are reversed or OPEC+ ramps up production.
The supply chain is going to go bad once again, until China opens up from their lock downs.
The supply chain mess worries me a lot. I hope you are correct and that China ends their lock downs, soonest.
Regards
I meant if the EU shuts down their imports. Russia will be swimming in oil, but the west will pay more.
I think you read my original comment in the opposite way.
Natural gas and oil are not coming down anytime soon.
I am about 80% cash or CE these days. My expenses are modest, and I’ve hedged the heat and gas, so that’s covered for at least a year or so.