A.I.M. Users Bulletin Board

[OldAIMGuy]

Hi Clive and Happy New Year,

As the U.S. government tosses $trillions around like they used to do $Billions I'm beginning to wonder when inflation will show up in a meaningful way to the average investor. Currently REITs are a bit out-of-favor even though it appears inflation is now a real possibility. Generally REITs have done well in such periods.

A while back you discussed having Investments, Land and Gold (permanent portfolio?) or their proxies as a three way total portfolio. How does that model feel today in the approaching post-Covid era?

Best wishes,
OAG Tom