Even the UK is concerned about inflation! More facts about US inflation!

UK Inflation coverage:

• https://ca.finance.yahoo.com/news/bank-englands-andy-haldane-voices-162843762.html
• https://news.yahoo.com/boe-chief-economist-warns-on-rising-inflation-but-says-covid-could-deliver-supply-side-benefits-123242458.html

It should come as no surprise that massive QE policies result in potential inflation. Even the UK (where I live) is starting to get nervous about inflation and its chief economist, Andy Haldane, has started to sound the alarm about potential inflation spike.

According to Haldane, history has shown that inflation can often start as localised price pressures, which end up becoming more generalised, and temporary price hikes, which end pup being persistent.

We have already seen the localised price pressures and they're becoming worse both in UK and the US. The Fed can decide to focus on the measures that ignore spikes in housing and rent prices (PCI vs CPI), but for the general public, that's not the case. I find it extremely hypocritical that a government institution which repeatedly states that stable and affordable prices are its "mandate" continues to pump up house prices!

We have seen Warren Buffett talk about it:

We are seeing record house prices in the US:

Not only that, we are seeing homes being unaffordable!:

We are seeing wealth inequality in the US widening!

It looks like the system is rigged and it's hard for me to believe a single thing that the Fed says. They are supporting this with their policies, yet they say the exact opposite. The data speaks loudly enough.

I'm not trying to be a fearmonger here, but the trend is worrying and it is showing no signs of stopping. The way I see it, sustained high inflation (5%+) is coming and that's why I am investing for it. These are the tips that I've collated over the last few months:

I'm looking more into miner stocks now than ever and so I've collated my DD on that, too:

Silver bullish case + miners:

Copper bullish case + miners:

As Michael Burry said, the inflation trade has been a widowmaker over the last 10+ years, but this could change. It is obviously a risky bet and I'm not putting more than 20% of my total assets behind it as normal stocks tend to do well in inflation, too, but it seems right based on what we are seeing. The Fed's QE programme is showing no signs of stopping and they may be starting to "talk about talking about tapering", but it feels a bit late now. Inflation moves slowly until it doesn't. We have seen it cooling down a bit in May, but the June report will show us what is really going on so stay tuned. It's coming out on 13th July IIRC.