I think we’re entering into a prolonged period of shortages, inflation, labor problems, rising commodity prices, a falling dollar and general economic malaise. The seeds have been sown.
Additionally, there are numerous flashpoints around the world just waiting to trigger some type of conflict and geopolitical instability.
In this kind of environment I like natural resources, commodities, and real estate (REITs). The Fed can’t print them.
Spoke with Brother today in Florida......said his company is having to cut down shipments because they can’t find drivers. They’re also feeling the pinch of the breakdown of getting their necessary products to produce their products.