From the article: > I have been recommending what I have called the “three pillar portfolio” during this period of fiscal dominance. It has been a cornerstone

From the article: > I have been recommending what I have called the “three pillar portfolio” during this period of fiscal dominance. It has been a cornerstone concept of how I have been investing in the macro sense. For me, the three main pillars consist of 1) profitable equities 2) commodities/producers and hard monies and 3) cash-equivalents.