I have to agree with barnaby on this one. When you’ve got $trillions$ of dollars in bad paper about to disappear when they finally get marked to market (someday in the not so distant future) your inflation thesis goes out the window. Buying a house at low interest rates under that assumption will likely lose you a lot more than the 10% you’ve seen fly out of your stock portfolio. On the brighter side only losing 10% so far in stocks you’re doing a lot better than those with 401Ks and mutual funds.
