Buying Disinflation: Stocks & Bonds
Could you add a pie chart with the top level asset classes in your ETF updates (equity, bonds, gold, commodities, cash, etc)? It would be useful to have them grouped at a top level when there are a lot of small sector allocations.
What does "first derivatives of inflation remain elevated" mean?
The first derivative of inflation is the first “Y” in YoY ie: last years inflation number.
Could you add a pie chart with the top level asset classes in your ETF updates (equity, bonds, gold, commodities, cash, etc)? It would be useful to have them grouped at a top level when there are a lot of small sector allocations.
What does "first derivatives of inflation remain elevated" mean?
The first derivative of inflation is the first “Y” in YoY ie: last years inflation number.