> I don't see how equities and bond funds don't fall 40% or more on the way to 11%. Do you think that applies to all equities, and if so why? I’ve mostly boug

> I don't see how equities and bond funds don't fall 40% or more on the way to 11%. Do you think that applies to all equities, and if so why? I’ve mostly bought equities that I think will do relatively well in an inflation environment, e.g. because they have a lot of fixed assets and pricing power. For example I’ve bought nuclear power in France, uranium mines in Canada and Amazon. But admittedly I haven’t had time to really research their financials. Why would stocks like that loose 40% though? If the Fed really stamps out inflation by drastically raising rates then shouldn’t the market see the end of it pretty soon and be willing to bet on stuff that will survive (as a store of value in real terms)?