Lately, I've been looking to increase the diversification in my retirement portfolio by investing in both commodities AND long-term bonds.
Crazy? Aren't these diametrically opposed views? Commodities love inflation, just like long-term bonds hate inflation.
It's hard to say where inflation is headed, although at least relative to now it seems likely to go up. But how much more inflation can we expect, and more importantly, now much of that is already priced in long-term bond prices.