At this point, it seems confirmed that they will try to print their way out of the unsustainable debt bubble, so that means more inflation, quite likely hyperinflation at some point.
Good luck with your accounting and positioning 👍
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Hyperinflation is a tail risk to me, but in the maCrO math velocity has to rip and and policy has to fully lose anchor first.
I dont see hyper as base case, I lean to sticky inflation with rolling squeezes, so I size for cash buffers, bills, some BTC and gold, then rotate if the Fed blinks :)
Totally get your view though, if CPI pops and credit cracks then your hyper path bites fast, you hedging with real assets or max risk off for now, ADmin rules aside?