"So the party comes to an end if we have inflation, and you have people going, ‘I should own commodities and banks in an inflationary environment.’ It shows we've been a long time without inflation because they happen to be the most stupid things in history to own if you're worried about inflation. They perform well in the cyclical recovery story. You can't have your cake and eat it too."
- Hamish in a Firstlinks article yesterday (https://www.firstl inks.com.au/part-2-hamish-douglass-on-not-swinging-for-the-fences)
People here are really gonna talk about having it both ways while cherry picking the Hamish quotes they use ffs...
"So the party comes to an end if we have inflation, and you have...
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