I was interested until it became clear, a few lines in, that you are trying to read markets to predict future. Same old same old, another investor trying to create a run in markets detached from reality, without knowing the markets are now connected with environment, since around 2005 when unmonetised solar energy started to become significant.
It might have been true that money issued as stimulus in the past had a negative effect on its value.
But money which conveys energy mimicking the action of nutrients in plants, carrying the physical energy from leaves to Earth, has most value doing just that, and it can't do that, if it is not issued, so of course it is devaluing, physically, driven by nature.
The use of tens of GigaJoules per second solar energy in every developed country, without monetising that growing, donated product, is the real physical explanation for inflation.
If you had talked about that, I might have believed you, that you might be accused of having lost your mind, but nope, just another investor trying to second guess markets, which are responding to the physics of Earth.