Costello is betting the future fund on inflation hedge bets. I follow the money, they are a lot smarter than me! So im focused with gold, basic bread and butter p goods producers, travel, property and property trusts, health stocks. I sold afterpay as it is cash flow negative. Dumping my small tech start up specs, good old basic manafacturing and bricks and mortar, plus gold will be desirable. Look at Sydney airport allready. The global funds market is that deep, the sheep will follow and create a new rush on old stocks. I love the market, and i love reading the newspapers every day.
Old is now new, there is hope for me yet. Speedos might be back on Bondi beach this summer.
