Pages

Saturday, November 5, 2022

Slow And Serious, Part 7 -- November 5, 2022

Investing: best years of investing in front of us.

Consider the source, a goldbug, but I can't disagree. 

"Expect five years more of problematic inflation."

Two points:

  • the gap between investors and savers will widen immensely;
  • this year and next will be the best two years to buy a new house.

Link sent to me by a reader.  

Investing: where the money is flowing. Link here. Reassuring.

  • my allocation, twice a month, each and every month, remains:
    • Buffett, blue-chip: 40%
    • beat down infrastructure (mostly tech, copper): 30%
    • energy (oil): 20%
    • mRNA: 10%

Investing energy is still cheap, link here:

No comments:

Post a Comment

Note: Only a member of this blog may post a comment.