Hello Maurice, matters will get tricky, slow or fast.
Gold will rise and dollar will fall, and interest rate will fall a bit more, and then rise sharply. Bonds will meander, then crater, then rise. Equity will continue to crater, then meander, then rise.
My mission, should I choose to accept or not, is to ride gold up for a bit less than its full worth, switch to cash, wait, switch again to fabulous yielding bonds, wait, and then switch over to equities.
Allocation and the changing of allocation will win the game. The details of whether Q or F or G is so not important.
Chugs, Jay |
