Nothing.
My crystal ball says the inflation rate is decelerating (not deflating). And every man and his dog is talking about inflation now:
I've stopped buying commodity stocks while I slowly deleverage by adding cash. Maybe I get another chance to buy if we get a correction in 2Q22. The crystal ball is blurry and changes a lot.
I still think we're in for a decade of inflation. US debt is too high. This is just a short reprieve.
NorNickel, Whitecap, Total Energies and Deterra Royalties look interesting. Plus maybe ASX and MOEX.
This blog will probably be quiet for a while.
2 comments:
Don't go quiet! I am still reading!
Yep, I'll still be around. Just taking some time off to review some companies. Also too busy at work...
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