Vimeo, Inc. Common Stock

According to data released by the U.S. Labor Department July 13th, inflation is at a four decade high:

![](https://cdn.commonstock.com/d05ba374f669fc057597f67b6dae31e2c223d688344b255ad426b43d2b01bc34-1456x1104.png)


Fuels, fertilizers, foods, and industrial inputs are all much higher.

Some causes:
- Increase in money supply
- China's Zero Covid lockdowns
- The Russian invasion of Ukraine
- Mass baby boomer retirement

I made some pretty big changes in my portfolio today because [inflation has few places to go but up](https://zeihan.us11.list-manage.com/track/click?u=de2bc41f8324e6955ef65e0c9&id=ec64e7f1ca&e=28a374aec6).

I've been far too slow to adjust, and locking in some heavy losses doesn't feel great.

But my portfolio needs to acknowledge that the traditional tools at central banks' disposal to tackle inflation are unlikely to have the same impact that they [might once have had](https://zeihan.us11.list-manage.com/track/click?u=de2bc41f8324e6955ef65e0c9&id=f4e547d7ae&e=28a374aec6).

Inflation is anything but transitory.

I'm needing to factor in the possibility that relief is not going to come in weeks or months, but years.

I'm still saying mostly long— thankfully the fundamentals of the American economic system remain sound. Demand remains strong, even for non-essentials like flights, restaurants, and movies.

But it was time to have more cash on hand.

Appreciate the transparency, as always. Far too slow on my end as well. And I’m still just bag holding…admitting when you’re simply pot committed rather having a remaining justified bull stance is something I’ve been reflecting on lately. What was the immediate mental impact once this portfolio shift was made? 

Jensen Butler

I hope your cash in had will be useful soon ;)
It seems it will soon ;)

Investor from Nepal 🎄

Americans are currently struggling with inflation and certain categories, like fuel prices, get an outsized amount of attention. It makes sense. There are few products people buy as frequently that have as volatile a pricing scheme.

https://zeihan.us11.list-manage.com/track/click?u=de2bc41f8324e6955ef65e0c9&id=ec64e7f1ca&e=28a374aec6

Inflation and Global Food Prices - Zeihan on Geopolitics

The nature of the economic system so many governments are attempting to grapple with right now is unprecedented in modern history.

https://zeihan.us11.list-manage.com/track/click?u=de2bc41f8324e6955ef65e0c9&id=f4e547d7ae&e=28a374aec6

Some Economic Questions...and Some News! - Zeihan on Geopolitics

Inflation in the United States has reached a four-decade high

Sold all VMEO

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