Bonds and other forms of "safe" income are sporting yields near historic lows, and the Federal Reserve hasn't taken its foot off the gas when it comes to quantitative easing measures. This combination of low bond yields and rapidly rising inflation is often a recipe that pushes investors to put some of their money to work in physical gold as a store of value. Though I wouldn't usually refer to a clinical-stage biotech stock as a "smart buy," the likely approval of what should be Novavax's first blockbuster treatment makes it highly attractive for long-term investors.