Credit vs Treasuries vs AI, which one is a better hedge against inflation?

PawsAndProfits
10-07

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌

Are traders that much bullish now, they even suggest using AI related stocks as hedge against inflation? Is the usual approach of using commodities or bonds as hedge not working anymore? I definitely would not go all in on AI related stocks alone. They definitely make up a huge percentage of my portfolio. But it is always advisable to diversify with defensive, value focused stocks so that when the draw down happens, your portfolio will not fall like a falling knife.

@PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]

PPI Surges 1.3% MoM — Can the U.S. Equity Rotation Hold?
QQQ slipped 0.13% while SPY gained 0.28% as hotter producer inflation pushed capital from AI-heavy tech into financials and consumer stocks. September PPI rose 1.3% month over month, more than double expectations, while energy lifted annual wholesale inflation to 6.3%. Bulls welcome broader market leadership; bears fear margin pressure and delayed rate cuts. Should investors favor SPY value sectors, hold QQQ, or wait for inflation expectations to reset?
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