General Stock Ideas

[gfp927z]

Bigworld, Yes, gold/silver looks like the place to be. Another 'hard asset' area that Rickards mentions is suburban real estate, which stands to benefit from the Covid exodus from the big cities. We're seeing some of that here in the Phila area, with prices moving up and suburban homes selling fast. The condo next door to mine was priced sky high but it sold within days.

If the Deep State wants Trump out, all they have to do is 'fix' the election in a few key swing states. They can already do that via the electronic voting machines, but having mail-in voting will make it even easier. A close election is relatively easy to fix, so the question is whether they want Trump again, which seems doubtful but you never know.

Biden plans to raise the capital gains tax, which could intensify a year end stock selloff. Fwiw, I plan to stay diversified, with a balanced allocation (including real estate) of -


Stocks ------- 23%
Bonds -------- 28%
Gold --------- 13%
Real Estate -- 27%
Cash ---------- 9%


I may bump the gold allocation higher, but since real estate is a also hard asset and inflation hedge, at a combined 40% of the total, that's a decent amount to hedge the stocks and bonds.