In a healthy economy we should be constantly increasing the money supply and devaluing money in people's pockets. Much better to encourage people to spend and/or invest the money in real goods and services, rather than hoarding paper. The alternative is deflation, which is historically universally ruinous (there are arguments about the mechanism by which it ruins everything, but it's agreed that it's ruinous).
And this general principle means... it's usually better to own a share of a business which does something real, rather than sit on cash or even bonds.
The exception to this rule of thumb is bear markets, and they're quite interesting...
The inflation reporting is a mess, of course, because different areas have price rises at different rates. The problem we're having right now is that the expanded money supply keeps being sucked up into the richest fraction of the economy, so it's not really having the desired economic effect. It's getting cycled into assets, which causes an asset price boom, but not into consumption, which creates underlying weakness for businesses which sell to consumers. This situation is typically papered over with a lot of consumer borrowing. It tends to blow up like it did in 1929.
I think as a stock-picker that Tesla is in a particularly good position to survive something like this because they are selling products which can actually save people money (solar panels, batteries, electric vehicles), which is not normal for consumer product companies.
Still, 100 trucks is not to sneeze at. Glad I divested Scania before they went VW. 
