Inflation ideas

Oil is cheap. I am long some as a hedge.

I am buying stocks. Mostly I have small positions in companies I want to have larger positions in.

I sold all gold.

I have added to my TIPS.

I am avoiding commercial real estate.

I have been looking at investing in vacation homes but they are being bid up hard. What I believe is happening is rich peeps are finding their happy places to hide. No judgement... just observation and wondering how it affects our recovery.

Like many I am sitting on too much cash. I mainly watch the markets for opportunity but also looking at other investment ideas.

I want to add more real estate and dividend payers but the risk level is high so I am adding slowly.

I have too much cash. I need more ideas and I don't have them yet.
 
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Take a vacation.
Sit on your cash.
Limit your intake of news/world events.
Relax.

Three or four weeks from now, come back with a freshened outlook and take in what's going on. Look for opportunities that were not available now.
Act as prudence dictates.

Do NOT rush a trade.

(finger wagging in caution...)
 
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