The Collapse That Will Change A Generation ?

Is it really surprising that a man whose entire career is built around commodity investing is bullish on commodities? It's not an opinion, it's a sales pitch. There's no information there that the market is not already aware of.

Bob Dillon said:

Signed up here to comment on your earlier thread but only posting now.
Got my pension out of the US mid Feb, having previously ridden all the waves up and down for 20 years.
This time its different, theres a Russian asset in the White House intent on chaos.
Have just this week gone back 50% into Emerging Markets, as you can’t stay out can you.
Holding 50% in cash, with the intent of going back into the US someday, but will observe for now and await the impeachment.
Brilliant website, thanks to all for the advice…..over and out.

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I'm basically taking the opposite position, I bought the dip of the US. I think the most likely scenario is Trump caves, there's a reasonable deal and things go back to closer to normal than collapse of the US.

Aside from this, I think the debt & deficit is a real problem for the US gov - I've seen this coming for years, but that's more of a reason not to hold dollar denominated assets than US companies. There's probably no way out of that except inflation.

My humble opinion is that WW1 was effectively a clash of empires.
WWII was the continuation of that clash of empires with additional empires colliding into the mix.

I now think it is reasonable that the empires, US and its Allies, are clashing with the empire of old, Russia, the empire of China, and the emerging interests of BRICS and other African nations.

I say, skip the war, and go straight to negotiating a new international order?

Sister Sara said:

I now think it is reasonable that the empires, US and its Allies, are clashing with the empire of old, Russia, the empire of China, and the emerging interests of BRICS and other African nations.

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The US isn't an empire its an economic and military power (despite Trump's fantasies ) , China isn't an empire either its a huge economic power but it hasn't done any imperial stuff in many centuries, in fact it was the victim of imperialism itself from both Russia and Japan, Russia isn't an empire either (despite Putin's fantasies) in fact the Russian empire collapsed in WW1 like the Ottamons and Austro hungarian ones. Russia merely replaced imperialism with communism and then that collapsed itself in 1989. As for the rest of the "Brics" they have yet to show a coherency and cooperation with each other they all have a fierce distrust of each other