Breakwave Dry Bulk Shipping ETF (BDRY)

[JLmyhero]

This is WAR! That means INFLATION.

ALL wars have elevated rates of inflation with the Revolutionary War leading the pack.

The whiff of inflation maintained itself today.

Evidence is the collapse of prices of UST with the 30 yr. getting hit the hardest and the shortest SHV having a record positive day.

The reason a treasury buyer would shorten up dramatically is that they fear an increase in the rate of economic growth -- LOL

or...

An increase in inflation.

I've gone effectively to cash figuring a .10% interest rate leaves little to the upside and an infinite move to the downside.

Risk/reward says cash is King.

Still with with first glimmer or inflation (POTUS promised us shortages today) cash is King unless it's moving into STIP currently 5% holdings.