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![dampedspring Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1546222940.png) Andy Constan [@dampedspring](/creator/twitter/dampedspring) on x 171.7K followers
Created: 2025-07-19 18:37:17 UTC

None of the above. 

I have more cash, gold and inflation linked bonds than normal but I am still invested long term and as I earn I deploy those earnings mechanical proportionally to what I own today.  I am much less invested in U.S. Equities, and US long term nominal bonds than normal and more invested in short term nominal bonds.  And I am far more invested than normal in ROW DM stocks, bonds , and inflation linked bonds. My savings are less denominated in USD by a fairly major amount for me. 

All that said I am happy preserving my wealth, avoiding substantive drawdowns, making solid double digit returns, vs swinging for the fences


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946640503828812043/c:line.svg)

**Related Topics**
[stocks](/topic/stocks)
[inflation](/topic/inflation)

[Post Link](https://x.com/dampedspring/status/1946640503828812043)