- keep money in the bank at negative interest.
- buy stocks at high prices.
- lock cash in bonds at risk of inflation.
- buy real estate at high prices.
And which strategy is best depends on Fed policy.
For high inflation expectations it would be wise to own companies that have plenty of debt and sell commodities or have pricing power
But they can stay irrational longer than I can remain solvent :)
But yes, I can tweak my portfolio. But for the most part we're largely left with no other option than to ride the bubble.
- keep money in the bank at negative interest.
- buy stocks at high prices.
- lock cash in bonds at risk of inflation.
- buy real estate at high prices.
And which strategy is best depends on Fed policy.