interesting take regarding asset allocation

“This is what happens when performance is mostly driven by inflation - monetary debasement”

"Just buy SP500" has become the mantra of investing professionals advice

Thats true when you are looking at an economy where the market is driven by productivity 

I think most would be very suprised to learn that in last 25 yrs that SP500 UNDERPERFORMED gold

So for all that

interesting take regarding asset allocation

“This is what happens when performance is mostly driven by inflation - monetary debasement”

https://x.com/0x_kun/status/1905581402240036953?s=46&t=Tu8sNKds0vw9iAefWnoKsw