EDGH
3EDGE Dynamic Hard Assets ETF
stock NYSE ETF

Why do so many posts have these sort of bad, clickbait-y blog titles.
" the lessons from Covid, where the US felt a certain sense of insulation....until it didn't"
And then massive monetary policy response very quickly after and the market mooned...then inflation. IMO, massive recessions seem no longer tolerated. I don't think another 2008 is imminent but if it was the monetary firehose would be full blast before it got really going.
Being in cash might be fine over the short-term with these sorts of periods where there's forced selling and most things eventually start being tossed, but I honestly don't see a future where being largely in cash for any meaningful amount of time is appealing. Own energy, own gold (which has had a lousy month but yet is still green YTD), own land, own real assets.
People are saying "well you should have shorted the market if you're so confident" and maybe there is something to that, but if you're that certain of costs going through the roof, then being "cash heavy" (where you're losing to inflation) rather than trying to be more opportunistic than some OXY calls seems like a disconnect vs what you're saying about the situation.
There were all these calls to go cash at the bottom in April 2025 too on here and I've continued to view the foreseeable future for a while as - best case - elevated inflation vs history and now once again we're getting what feels like another variation of 2022. 2022 a lot of things actually did work. They weren't the things this sub wanted to own (and still many don't seem to want to), but there were things that worked.
I don't disagree with a lot of what you're saying, but there is some degree of a history of doomerism on here that tends to jump to "it will be the worst depression of anyone's lifetime" at the bottom. I own LNG because of the infrastructure damage during this situation which - given the nature of what it takes to build LNG infrastructure - will take *years* to rebuild. Gold has been sold off with everything else given forced selling and other concerns, but imo that was an opportunity - I started buying various gold funds last Spring, expanded last Summer and bought a little more in recent days. I own various oil names. And the other half of the portfolio is growth.
So I don't disagree with some of what you're saying but this sub does have a history of jumping to viewing the worst possible outcome at the worst time while not entertaining enough the possibility that things might not turn into a depression, or that shelves would be empty. I don't get going to heavily cash if you think that prices are going to go through the roof. I'd rather own something like EDGH in this sort of situation (which in many ways feels like a variration of 2022) rather than be heavily in cash. But that's just IMHO.

Why do so many posts have these sort of bad, clickbait-y blog titles.
" the lessons from Covid, where the US felt a certain sense of insulation....until it didn't"
And then massive monetary policy response very quickly after and the market mooned...then inflation. IMO, massive recessions seem no longer tolerated. I don't think another 2008 is imminent but if it was the monetary firehose would be full blast before it got really going.
Being in cash might be fine over the short-term with these sorts of periods where there's forced selling and most things eventually start being tossed, but I honestly don't see a future where being largely in cash for any meaningful amount of time is appealing. Own energy, own gold (which has had a lousy month but yet is still green YTD), own land, own real assets.
People are saying "well you should have shorted the market if you're so confident" and maybe there is something to that, but if you're that certain of costs going through the roof, then being "cash heavy" (where you're losing to inflation) rather than trying to be more opportunistic than some OXY calls seems like a disconnect vs what you're saying about the situation.
There were all these calls to go cash at the bottom in April 2025 too on here and I've continued to view the foreseeable future for a while as - best case - elevated inflation vs history and now once again we're getting what feels like another variation of 2022. 2022 a lot of things actually did work. They weren't the things this sub wanted to own (and still many don't seem to want to), but there were things that worked.
I don't disagree with a lot of what you're saying, but there is some degree of a history of doomerism on here that tends to jump to "it will be the worst depression of anyone's lifetime" at the bottom. I own LNG because of the infrastructure damage during this situation which - given the nature of what it takes to build LNG infrastructure - will take *years* to rebuild. Gold has been sold off with everything else given forced selling and other concerns, but imo that was an opportunity - I started buying various gold funds last Spring, expanded last Summer and bought a little more in recent days. I own various oil names. And the other half of the portfolio is growth.
So I don't disagree with some of what you're saying but this sub does have a history of jumping to viewing the worst possible outcome at the worst time while not entertaining enough the possibility that things might not turn into a depression, or that shelves would be empty. I don't get going to heavily cash if you think that prices are going to go through the roof. I'd rather own something like EDGH in this sort of situation (which in many ways feels like a variration of 2022) rather than be heavily in cash. But that's just IMHO.