Hi I2,
VNGD GINNIE, TIPS, and VWEHX 62%, VNGD Treasury Money Market & Tax Free Money Market 24%, CVX stock 12% with balance in stocks such as MO, BMY, PFE, POT, GLD,& RYJUX.
I see shorting the US dollar as an exercise in futility because of the global nature of the economic and banking situation. The likelihood from my viewpoint that most of the important currencies will be debased as a solution to imploding credit and increasing deflationary forces is strong - they'll all likely have big spending and inflationary pump priming programs. Thus, gold and commodities from my viewpoint are likely to become increasingly attractive for capital preservation. The interest rates on bonds and mortgages represent a real danger for the future when and if inflation rears its ugly head out of the current deflationary environment. For that reason, my fixed income investing mostly strives to stay with short term maturities and inflation protection. I'm petrified about how our new administration will act to solve our acute situation. At least FDR loved his country of birth. We aren't even sure this guy was born in America. With the extremist associations he has had for the past 20 years which the duplicitous lamestream in-the-tank media covered up, it's scary to contemplate the future and what to do about it from an investment viewpoint. What happens if China and the oil producing nations go to sell their U.S. Treasury Securities? We can only have nightmares about how our empty suit leaders will handle that kind of unpleasant surprise. If Brinker understands these dangers, he sure doesn't let on during his radio show. I doubt if he does.
JMHO - what do I know.
Best wishes,
P |
