kyrosl, you may have forgotten bernanke's promise to buy across all asset classes when necessary, including stocks, all bonds spanning all durations, and when truly dire, private homes, then, inevitably last sign of defiance, drop cash from helicopters
the fact that people are trying to save is indication to me that the strategically psychological time to borrow may be soon at hand, because it is the savers turn at being waterboarded, not to simulate drowning, but to be drowned
as to market's reaction and force officialdom to do this and that, i will wait for the riots and burning and looting, for that would be the definitive reaction and honest force
the 30-years debt rate just will not cut it this time, for we are well beyond that market's ability to understand, react, and counteract
we are in process to engage with global japan disease, galactic zimbabwe solution, and universal argentina outcome, meaning hardware zero-state monetary reset, in computer lingo, or, biologically speaking, deep stomach pumping detox
recommendation: getmoregold, hedge with platinum, backstop with rentals, and insure with cash
my pf allocation (excluding as good or better than cash that be unleveraged and 4.5-5% yielding rentals which, when included in tally, would come to 27-28% of grand total - and that in effect is my version of your TIPS in some sense) is simpler and right this minute is:
Cash 33% (basically even spread between cad, chf, and hkd)
Au & Pt 48% (47%/53% physical/paper, 23%/77% pt/au; put another way, about 25% physical au, 25% physical pt, 50% paper gold)
Stocks 19% (32% au/ag mining, 25% energy, etc, and tbt, srs)
before revelation day, i must try to leverage up and front-run what may be revealed as the ordained assets. |
