General Stock Ideas

[gfp927z]

Bigworld, Well, we're getting a bounce similar to what happened in 1929, so the $64 K question is -


1) Will the markets stabilize and return to relative normalcy in the months ahead as the virus effect peaks and fades, or -

2) A repeat of 1929 with a big Depression and 89% drop over 3 years.


I'm figuring on #1, a recovery in 2020, but with an SDR crisis coming sometime down the road, possibly years away.

We'll have to be flexible, but one strategy would be to wait for a pullback, then ease in on the long side to participate in the recovery. Then over the next several years increase one's allocation to gold in anticipation of the ultimate SDR crisis coming down the road (made inevitable by the Fed's blown out balance sheet and US government's staggering debt load).

An alternate strategy, which you have mentioned, is to use this rebound as an opportunity to go short, in anticipation of scenario #2 happening sooner.