Inflation means banks will put up their lending rates, which make share-buyers think their profits will go up - and the value of their shares. So five weeks ago I bought Westpac, and I'm already well ahead of this year's inflation rate, although it is starting to look a bit over-valued now. ANZ still looked sick five weeks ago, so I waited until last week to buy some shares in it, and now it has taken off too.
I guess that house-owners will eventually default on their loans en masse, and the whole banking house of cards will collapse, but I aim to be out of that house before then, and buying something steady like electricity and internet shares.