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jonfromsf | 6 months ago

They certainly solve the stated problem of concentration in a few tech companies. But I agree, non-tech companies are overvalued. Bonds are terrifying, they’re a bet against inflation and in favor of the US dollar. MLPs and oil companies are a nice place to stash money because they aren’t correlated with tech. MLPs flow about 7% tax free yield which isn’t bad. Bitcoin and Gold are good hedges against inflation.

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