The Inflation Dividend

WHEN PRICES RISE – TODAY’S PANTRY BECOMES TOMORROW’S PORTFOLIO

THE SETUP

DOGE had its day.
Tariffs had their moment.
But neither changed the game.

DOGE was fun -- a spending rebellion, but it ran its course.
Tariffs sounded bold, a throwback to “America First” economics -- but the so-called “new revenue” was a mirage from the start.

And now we’re right back where we started:
Ballooning deficits and runaway debt.
2025 is on pace to outspend 2024 -- and not in a good way.
And when the left and right agree on something (more spending), rest assured -- we’ll get MOAR.

INFLATION NEVER LEFT

They say it’s back under control.
It’s not. It never returned to target.
And the numbers? Cooked.

Shrinkflation, hedonics, basket swaps – the CPI has become a Cleverly Processed Illusion.
And yet the Fed and the Street are still talking rate cuts, while inflation still simmers above “target.”
Which brings us to the punchline:
Inflation isn’t a glitch. It’s policy.

They’ve hoodwinked us to believe that “price stability” means 2% inflation.
That doesn’t sound stable…or fair.
A baked-in regressive tax that hits the poor and middle class the hardest.
2% annual erosion means you lose almost half your purchasing power every 25 years.
That’s not stability. That’s slow-motion theft.
The joke’s on us.

THE C&P SOLUTION: THE INFLATION DIVIDEND

Here’s the move:
Instead of waiting to pay more later, pull forward purchases you’re certain to use -- and treat the avoided cost as synthetic yield.

• Think of it as an inflation-adjusted return on the things you were going to buy anyway

• Shelf-life becomes your time horizon

• Storage becomes your risk management

Examples:

• Buy a year’s worth of razor blades, trash bags, or kids’ shoes in the next size up

• Lock in hobby gear, golf balls, olive oil, winter coats, office supplies

• For businesses: advance-order packaging, spare parts, uniforms

You just quietly boosted your purchasing power -- not by speculating, but by front-loading utility.
That’s the Inflation Dividend.
A silent yield hiding in plain sight.

BOTTOM LINE

Inflation is here.
It’s not going away.
And no one’s coming to fix it.
So go shopping.