anything you can physically hold with your own two hands. Valuations have gotten too hefty for my liking in tickers such as TSLA, NVDA, NIO, AMD etc. There is some growth left on the table with a few tech stocks but most are far too pricey for my liking. Rising inflation, too much easy money, rising mid/long term interest rates, and rising taxes will spell doom for some of these tickers, with others it provides opportunity if you know where to look. The recent correction in oil the past 3 days was very welcoming and I upped my stake in the oil patch significantly. Yesterday was a good day for that with most drillers down over 8%. Oil has nowhere to go but up for many different reasons: The South China Sea will turn into a major crisis, a weaker USD, rising inflation, an a $3 trillion DEM infrastructure package will see to that. It may take another 2-4 months but $80bbl oil is coming. Drillers have escalation clauses in the contracts they sign for the wells they drill on. They are all profitable with crude above $50, if it hits $70+, oh boy.
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