I have been close to 100% cash for over a year now.Everything single asset class is looking like shit right now.Any other cashbros, bondbros, mmbros?
>>62042338I'm just DCA'ng into VOO while working. I'm too much of a midwit to take any risks
next comes the hyperinflation to devalue cash holders and there will be no hedge everything will go down
>>62042338Bro your legs... you got blood clotting disorder or heart problems.
>>62042368Not even property or land seems safe right now.And there's only so much peanut butter and beans I can stockpile.
>>62042338You on gear?
>>62042368I'm all in STRC earning that sweet sweet 11.5% on my dollar pegged shares. Inflation can't hurt me.
>>62042338AI>>62042421real
>>62042338I sold and went all cash when the war started to lock in my 50% YTD gains, gonna take it easy and wait a few months to get a good setup.With +50% I already won this year as far as I am concerned, so I can chill in my cabin in the woods with my dog, waiting on the ice to melt which should happen soon.
>>62042338Don’t you think it’s time to come over to the right side of history?
>>62042373It’s called muscular calves you fat fuck
>>62042338You are retarded if you don't have gold and some commercial property.Zion don can still hyperinflate the dollar to nothing. The only certainty is that the stock market is done for.
>>62042390Any physical asset you can sell (gold, land) is a safe bet if you’re actually afraid of true hyperinflation. Conversely you can invest in foreign markets.
Isn't the idea to just buy the correction in tranches?e.g. deploy your dry powder 20% at 10% correction, another 20% at 15%, 20% at 20%, etc.?doesnt matter what you buy as long as it's at a steep discounteveryone acts like inflation is instant but stocks took almost a year to recover from covid and 2008 took almost a year to fully bottom out.idea is just not to go all in at any point and trigger buys when things get low enough.
>>62042390this is my issue right now too. I have more than enough money. i could buy 30 years of food for my family and store it far away in the countryside. but then its not being watched. and my family doesnt want me to be away too much. i have to spend lots of time in the city. this stuff needs proper storage with mylar bags and oxygen absorbers so i dont have time.
>>62042338>100% cashEnjoy 15% actual inflation
>>62043074>countrysideKek. Loser cannot even afford a house in a prime location in his capital city.
>>62043069Realistically yes if you’re worried about hyperinflation, you’re looking at years of not decades. That said, the fed is to the point where it can’t pump up markets with 5% rate cuts, so it falls back on QE. If we have a bad enough market downturn (and corresponding QE injections) + inflation from input goods like oil/fertilizer, it will be sizeable. You’ll feel the latter effect almost immediately but the former will take years. At the end of the day, fiat WILL become worthless—it’s a matter of time. Any currency backed by the governments strength loses its grip when the government loses its position on the told stage and as the reserve currency. That will happen. It’s just a matter of when. Might be 2030, might be 2050. Either way, physical assets are a good call if you’re already wealthy. That’s what I buy anyway.
>>62043103*if not decades *world stage Sorry I’m a stupid phoneposting fuck
>>62043094at $300/barrel in the US, there is no prime location in a large city, we're too brown
>>62043103is there any similar example or proof of concept of this?the bond market is interwoven into the global economy and extremely deep as far as liquidity and reserves go. even if the world moved onto the yuan, the unravelling would take decades; far beyond 2030. while i believe china will at least match, if not surpass, as a world leader, they still wont have the same level of trust in the currency that the dollar already has (confiscation, integration, etc.).the answer right now is make lumpsum buys at conviction points.if you are conservative, you will spend 5% of reserves at a 15% correction (as opposed to dumping 20%). personally, a 20% correction this year and i would realistically deplot at least up to 30% of my cash
>>62043117I mean, the historical examples of countries debasing their currencies once achieving reserve status are the Dutch and the UK though neither system was yet a fiat system. The Dutch did it by overprinting IOUs and violating reserve requirements and the UK left the gold standard. Rome is an example of a country that consistently overleveraged itself and debased their currency to the point of collapse, and they’re probably the closest case study to a world power over borrowing as a result of their status and debasing their currency as a result.The bond market is very deep and very liquid as you say, and I’m dubious of the yuan myself. It’s in China’s best interest to keep the yuan low (which it won’t be if it was a reserve currency) and I’m not entirely sure how a currency that is managed such as China’s would handle being stockpiled. However, if China is looking to transition away (in the longterm) from being a manufacturing export economy and into being a financial titan instead, their recent stockpiling of gold and silver make sense. In the event of a fiat meltdown by the USD, a currency backed by huge metal reserves would probably be more attractive. Some analysts think China’s reserves are intentionally underreported, and they’re mining a shitload domestically. The bond market isn’t going to shit overnight. In the longterm, though, investors will demand higher yields to offset inflationary practices like QE or just oil shock inflation in general. It’s why, strangely, ten year bond yields are actually rising despite the political uncertainty and underperforming stock market, which is the opposite of what they usually do. US needs foreign borrowers, but their debt load is becoming hard to ignore. Something will break eventually.
>>62042338I DCA with my 401k and Roth IRA. We keep my wife’s Roth IRA in cash and have for years now. We have about 20k built up in it at this point. If the market drops we plan on sinking her money into it. We did the same thing for Bitcoin during Covid. I DCA’d into it while she built up a pot. When it tanked she bought in and we are still massively up on it.It’s just leveraging both strategies.
>>62043103How do equities perform during inflation? Wouldn’t they go up as technically you own a real world asset (a business)?
>>62043193Depends on the environment. You can have inflation coupled with an underperforming stock market if the investors need liquidity elsewhere. The biggest problem is that you’ll have a hard time finding buyers. When inflation gets really out of hand, it typically wipes out the middle class completely. Nobody wants to buy a small portion of a company that may or may not exist later when it’s hard enough to buy basic goods. Huge selloffs happen. Stocks are still speculative. If you bought Enron in 1994, you don’t have it now. Whereas, you can hold land and hard assets through the repegging of the currency, effectively safeguarding it. Sure, you could buy a company that you were positive would survive the hyper inflationary environment and maybe make it out okay, but the market itself tanks when capital flees (and capital always flees in inflationary environments, just like it did in Iran earlier this year). When people doubt a currency’s strength, they tend to leave markets denominated in that currency.
>>62043209>Whereas, you can hold land and hard assets through the repegging of the currencyBtw, this means gold, arable land, center of the city commercial property, and old money neighborhoods residential property.Whichever you can get at a good price considering the circumstances. Run of the mill residential property is a very bad hedge.
>>62042338>Everything single asset class is looking like shit right now.short futures contracts are printing like crazy, why would anyone hold cash instead of shorts
>>62042656>do nothing>lose
>>62042338I'm also holding cash, but I've begun to DCA into BTC while I put it work on bablyon for long term hold.By the time it returns to ATH, i would have doubled my money
>>62043237>>62043247this argument could be applied to any asset in this a la toilet hyper inflation example.e.g.>land is worthless too; who cares about property that comes with an annual tax bill if we cant afford basic goods>paper gold is worthless because i need groceries for my family>actual physical gold is even more worthless and risky because inflation is so bad bartering/selling is extremely difficult (in this case, silver actually makes more sense)i think it's a sub-1% possibility that the US would experience inflation so bad that this applies. and if it did, it's probably just as bad around the world. lets be realistic folks and not doomers.
>>62043247because all it takes is a week of good headlines and the market to stop the panic and bankrupt youvolatility is THAT bad right now where a the clown in charge can manipulate virtually every asset class with a truth social post.
>>62043288Paper gold is completely worthless in such a scenario.Regarding the rest, it's not about them retaining their value during the toilet paper currency period, it's about gaining their value back after this period ends. Bonds, stocks, general residential property will not make a comeback afterwards. It will be bonds denominated in the new currency, new businesses, and housing will be dirt cheap.
>>62043308but what are you saying?that you're going to buy $100K+ worth of physical gold and hold it until the financial system resets? good luck mate...
>>62043288The idea is that you hold the asset through the inflation. Selling the asset during the inflation would not work, correct. The idea is to protect wealth in the long term and avoid being the wealth that gets wiped out in hyper inflationary environments. Personally, I’m in the camp that believes serious inflation is inevitable in a fiat system that doubles as a declining reserve currency, and I try to hedge my bets accordingly. For me, it’s a *when* and not an *if*
>>62042338cash is trash.
>>62043332so youre saying the strategy is commercial realestate?spend your $40K cashflow to get a loan to buy a business plaza that may or may not get rented out in a hyperinflation scenario?
>>62042939Hairlessness is a sign of poor circulation.
>>62043371I buy gold and some real estate, yes, but I use capital that I got through traditional means. That said, it’s not the time to give up on stocks—I’m not saying that. It could be decades before we see the USD in serious significant decline. I’m simply saying that it’s never too early to trickle money into hard assets (if you can afford it) because they are the only thing that will realistically outlast the overprinting of a fiat currency. If you’re still in the process of making money, setting aside 5% in physical gold is probably not a bad idea.
>>62042421Lmfao
>>62042338>not 100% in physical silver
>>62042338I made 43% over 1y year on my whole portfolio, just buying mining stocks and etfs. Skill issue
>>62043321That's only 22 or 23 oz
>>62042338same. waiting for btc to hit 40k before i start dca back in
>>62042338I have most of my money in HYSA of a currency that is up against the USD, and I slowly take out of it to DCA into the market which is taking a beating. I buy everything cheap, stocks, ETFs, gold, BTC.It is a simple formula for life. DCA into cash-equivalent on the way up, DCA into the market on the way down. You have to be patient with this. You will see your investments going down but after a decade you will more than recover, you would have bought the bottom.>>62042368Buttcoin and boomer rocks will hold value on the long run.>>62042421Based
Ironic, if I had gone all in at this time 1 year ago I'd be up by 500k.
>>62043094this is a very eastern europoor post. In the first place, DC is not a primate city like in budapest or whatever you're posting from. It just has government offices, there are no factories or stock exchanges that would make living there worth it. In the second place it's nearly 1 million people crowded into a narrow strip of land, so houses directly in DC are way overpriced for what it is.
>>62042421
>>62043349I will rather have BTC than keep cash, right now most institution are trying to get into BTC too since they know cash is trash. I'm staking BTC and I think this is the future now
Pokemon cards is the answer you are looking for.
>>62044223kek. keep pushing this, it's hilarious (and smarter than 99% of this board)
GME has a market cap equivalent to it's cash and securities.
>>62042338i got an earlier version of chatgpt to pick me a basket of small cap stocks, based on what i told it about my theories of technical analysis. i put 500 bones on schwab and sold after i made 80, been sitting in cash ever since. maybe eventually i will put the 580 in something, but imo not yet.
>>62042338I wanted to buy a house/flat and was sitting on cash for way, way too long. Also got a high paying job quite recently and could double my net worth in around 4 years.Now that my job in threatened and the overall job market sucks, I'm not looking at real estate anymore ; rather I'm just sitting on cash while everything around me is on sale.So, yeah : I'm gonna deploy my fiat into some fucking thing
