Road to stagflation

There are some worrying signs regarding the economic outlook. Capital investment is rather weak. The productivity is low (maybe as a result of low capital investments). On the other hand, the money supply is growing rather strongly, which usually leads to inflation. If inflation is finally picking up, the central banks might be to dovish raise interest rates, because of the slow growth. The final outcome might be stagflation. This Wikifolio tries to benefit from that special scenario. Commodities should rise, while equities and especially bonds should suffer from stagflation (like in the 70s). LONG COMMODITIES, SHORT EQUITIES & BONDS. Even though, I want to hold positions long-term, short-term adjustments, profit taking or trading positions are allowed in this Wikifolio. Of course, overtrading poses a big risk to the returns of portfolios, therefore, my goal is to trade as little as possible!