RE:RE:Inflation Hi Torontojay, great posts. So what's the big brain macro play here? Is it to be really conservative for the second half of the year, in anticipation of the current market euphoria fizzling away on the next CPI prints? But to be agressive in 2024 should the market move lower, in anticipation of inflation being obliterated by the end of that year?
Long time lurker, first time poster, just created my account. I've had some luck in the past 12 months being very overweight in the industrial sector, but feeling a bit uneasy right now with S&P blasting upwards in direction to the all time high, with core inflation being quite high and oil slowly but surely creeping back up to $80+. Ended up trimming basically everything and going 35% cash yielding 5% without risk last week but I'll be the first to admit I have no idea where things are to go from here. I do own H&R but it's a small position. Thanks