My main fear here is that this isn't indicating a bubble in stocks but a collapse in the value of currency meaning anything at all is better than cash.
If you look at the hockey stick charts in most commodities combined with promises for trillions more in stimulus, it seems like something to be concerned about. I know those concerns aren't new and it sounds like the same fears we were hearing in 2009, but at some point you have printed too much money. We have dumped an order of magnitude more additional money than we did in 2009 and at a time where we are production constrained. Certainly there is a limit to how much we can print and spend.
I'm not saying we are looking at 30% inflation, but its a fear that keeps me up at night, and makes me nervous about holding 70% 80% 90% cash. On the other hand do you keep buying into what looks like a tulip bubble? I don't have an answer.
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