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Investment Ideas for an Inflationary Environment

Out of town for Thanksgiving, I have come to this article late, but I must comment. Forums are mostly messes: fortunately SA is well above average. This gem of an article and the largely informed discussion are brilliant. John, please continue to lead by publishing articles often.

Although it may be difficult to estimate, there must be some (e.g., developers, builders, real estate firms and their employees) who cashed out, at least in part, during the bubble. When they decide to consume, it will be inflationary.