What to do with a bond portfolio if you believe we have latent high inflation

Oldman answered 9 months ago …

If the bonds are in U.S. dollars, and highly rated, you might as well keep the ladder, but the coupon will have a smaller purchasing capability. With the Fed decreasing rates, domestic, higher-yielding AAA bonds have increased in price, but reivesting in short-term U.S. bonds doesn't make sense.

I would suggest putting some profits from increased prices into foreign funds (Everbank has deposits, FDIC insured, in foreign currencies that "appreciate" vs the S, pay no interest and are liquid). Other possibilities are to buy bonds of foreign countries via BWX or PCY, which are ETF's of developed and emerging market bonds (sovereign debt), respectively.

There is a paid newsletter by Neil George @ KCI publications, which is entirely devoted to bond trading. I don't know more than that.