Inflation. Everybody agrees it's coming back. Make that roaring back. No one says otherwise. After all, the government is spending money like it's someone else's (it is ... ours). With extreme stimulus, surely inflation will have to be a problem, commodity prices have to rise, real estate has to go up, too much money will chase too few goods and services. That's the classic definition of inflation.
It's obvious what investors have to do: they have to buy inflation-proof investments, such as gold, commodities and real estate. Maybe it's too obvious. Maybe if everyone else is buying those things, there's reason to pause and reconsider.
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