BETZ, WFH, VIRS, SPAK, Etc. While I don't believe, putting my economics hat on, that 2021 will somehow start a new 1970s, there's absolutely no question that the political narrative is going to shift back to one of deficit hand-wringing, and inevitably we will see money flow into TIPS strategies and commodities, as investors try and position themselves for inflation-to-come. Advice for the World Weary As you read your prediction stories and year-end wrap ups, I'd encourage you to remember that there's nothing magical about calendar dates (other than derivative expirations).