Topic: Best Recession And Inflation Protected Assets - page 2. (Read 301 times)

Keyword search: best recession performing assets.

Keyword search:  best inflation performing assets.


I have seen a number of good breakdowns and analysis for our current market situation under those headings.

One word that seems to frequently appear is: commodities. No matter how much market conditions change. The price of a cup of coffee. A bushel of wheat. Kilograms of gold, steel or aluminum. These things tend to remain the same. In some cases, the value of basic commodities can inflate dramatically if shortages arise. Or if the cost of shipping and transportation increase to deter imports.

Another shift that could occur is in manufacturing. China has become the major manufacturing hub in the world. But if rising cost of oil hampers chinese exports. Demand could rise dramatically for commodities that are produced locally. Which could open the door to many small DIY and locally sourced alternatives. One critical aspect to this shift from foreign manufacturing to local manufacturing is local producers would also need locally sourced stockpiles of raw materials. Over the long term, this could inflate the price of locally sourced metals, lumber, fiber, waste oil, and so on.

One strategy to HODL is to accurately predict future market conditions and position accordingly. Perhaps in past history and current circumstances we can see opportunities arise. Which can allow for even the darkest recession and inflation era to become a profitable one.