We're talking about seperate things. You're talking investing strategy, I'm talking economics. My point generally would be that what most people think of as inflation really isn't, because over the years they've confused symptoms with cause.
Maybe Invalid Link Removed will help. And I say maybe because I just skimmed it, and my memory of CAPM is hazy to say the least. I checked the wiki and it may as well be in French at this point. But I notice you're not averse to citing from mises.org yourself, so it might be in terms that join the two approaches, art and science, nicely for you.
And me too. I need a refresher.