M, apparently don't see any inflation. Seems to be and yet... I see inflations anecdotally... groceries etc... but not tech stuff.. still so I cannot really change my view... but yes we need to trade what's happening... not what should be happening... I'm not sorry I swung back into a lot of distribution stuff (trusts) for now... Unless sub 3.00 NG and 20$ oil are in the cards for any long time I'm fine there I expect..
All in all though the best thing I could have done is go 100% cash in January and turn off the computer :o) There has been a lot of wheel spinning since then...
Mostly CASH and yield.. but solar Powered in the future :O)
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