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.

 

[Macquack]

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

As the thread title is called "Infation", and inflation is really just all the numbers getting bigger, I am wondering what a "huge portfolio" is these days. You talking tens of thousands, hundreds of millions.

 

[over9k]

As the thread title is called "Infation", and inflation is really just all the numbers getting bigger, I am wondering what a "huge portfolio" is these days. You talking tens of thousands, hundreds of millions.

He might also mean as a percentage of his net worth.

For anyone wondering, if you're talking percentages of what you have then the terminology to use is "weight". So you're overweight this, underweight that etc etc.

 

[divs4ever]

As the thread title is called "Infation", and inflation is really just all the numbers getting bigger, I am wondering what a "huge portfolio" is these days. You talking tens of thousands, hundreds of millions.

to me , 'huge portfolio ' would be in billions ( Buffet is allegedly sitting on $300 billion in CASH and liquid investments , alone )

sadly my portfolio ( including estimated property values ) is way , way less than that

 

[moXJO]

As the thread title is called "Infation", and inflation is really just all the numbers getting bigger, I am wondering what a "huge portfolio" is these days. You talking tens of thousands, hundreds of millions.

$250 bucks and my collection of antique biscuits.

 

[moXJO]

He might also mean as a percentage of his net worth.

For anyone wondering, if you're talking percentages of what you have then the terminology to use is "weight". So you're overweight this, underweight that etc etc.

Yeah it's basically this.

 

[divs4ever]

$250 bucks and my collection of antique biscuits.

hopefully still in the original biscuit tins !!

 

[over9k]

Yeah it's basically this.

Depends on your timeline obviously but when you consider the blowout jobs report the U.S just saw vs everyone else's, the americans have way way way more interest rate drops left in reserve should they need it.

Remember that interest rates are like a barometer of an economy - the lower they are, the worse the patient is doing.

Aside from the coal miners I can't think of an AUD denominated asset that I think has decent fundamentals. Even something as historically resilient as sydney real estate is not being driven by some kind of real economic strengths like you might have been able to say about perth real estate a few years back.


If you're really worried about being USD denominated, most of the ASX listed SPY, QQQ etc equivalent etf's are currency hedged