The Collapse That Will Change A Generation ?

[Djimi Traore]

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.

 

[DazedInPontoon]

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.

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.