Totally agree with the hard assets view. No one is mentioning inflation, but it’s coming, and in a big way.
Disclaimer: I’m practicing what I preach. Newer truck, and Bobcat, with some of the gains in the markets this summer.
Those hard asset items will be 30-50% higher in a short burst of inflation.
p.s. Don’t overlook physical gold & silver.
Inflation has been coming back door for years in the diminished quality of the goods and services we purchase.