Share this postChart-topiarealwealthconcepts.substack.comCopy linkFacebookEmailNoteOtherChart-topiaSentiment, inflation, riskOct 04, 2021Share this postChart-topiarealwealthconcepts.substack.comCopy linkFacebookEmailNoteOtherShareMain street is bullish: Investors are pouring money into equities……and household ownership of stocks is at a 70 year highInflation watch: PPI, CPI & PCED up 7.4%, 4.3% and 5.3% respectivelyInflation watch: Collapsed supply of automobiles driving auto prices higherRisk: Traditional 60/40 portfolio allocation suffers as rising stock-bond correlations threaten ability to diversifyPreviousNext