The Occasional Speculator

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The Occasional Speculator
THE FACTS WE BUILD OUR PORTFOLIO AROUND
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THE FACTS WE BUILD OUR PORTFOLIO AROUND

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The Occasional Speculator
May 02, 2023
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The Occasional Speculator
THE FACTS WE BUILD OUR PORTFOLIO AROUND
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Why have we structured our portfolio the way we have? We have done so in order to benefit from continued high inflation in the US.

We anticipate continued high inflation based on the following key facts:

  1. Inflation is unsustainably high.

  2. The average American worker is losing ground as their income (in real terms) has declined every month of the Biden Admini…

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