Inflation

[over9k]

So I've got a huge portfolio in $US and got that extra boost from weak $AUD.
My worry is Trump steps on the $US and weakens it.
Not sure on the timing though

USD denominated assets or just cash USD?

 

[sptrawler]

If the tariffs happen one would thonk it would drive up inflation in the U.S, how they combat that will be the interesting thing IMO, will it be interest rates or will it be starting the printing press again?

 

[over9k]

If the tariffs happen one would thonk it would drive up inflation in the U.S, how they combat that will be the interesting thing IMO, will it be interest rates or will it be starting the printing press again?

We need to see what the money will be diverted into first. I'd like to think they'd divert the tariff money into energy subsidies but we need to wait & see.

 

[over9k]

For anyone wondering, I'm (in ascending order of risk) in a combination of:

USD cash (higher yield savings account)
gold
SPY
inverse bond ETF's
U.S banks
the india commodities etf I showed a while back
australian coal companies
XRP crypto as my degen


Currently lowballing the fcuk out of some of the last sydney and airlie beach real estate holdouts, starting to take much closer looks at london real estate as well but there's much more blood to get in the respective water there yet IMO

 

[over9k]

U.S now considering placing export restrictions on microchips to "some" countries.


Let's start the clock for when a full on chip embargo is announced shall we?

More chip export curbs coming in. It's happening!

 

[wayneL]

starting to take much closer looks at london real estate as well but there's much more blood to get in the respective water there yet IMO

Yep. Just a trickle at this stage. I reckon wait for gushing from the carotid to be congealing in massive clumps on ground. Both price and GBP.

Assuming AUD isn't renamed as the South Sea Peso in the meantime.