Bigworld, The Fed guidance is still for 3 cuts this year, and Rickards is predicting July, Nov, and Dec. He says Oct is out since it's too close to the election. Also, skipping June will allow time for more economic and inflation data, so July will be the first cut. The Fed meeting in Nov isn't until late in the month, which is safely clear of the election.
Anyway, sounds like a likely timeline for the cuts. Having % rates coming down 'should' provide a decent tailwind for the stock markets for some time, so I have the stock allocation at 28% - enough to participate but not enough to be a disaster if things get derailed. Fwiw, I have the stock allocation set up with most of it in the S+P 500, so if things come unglued it's an easy exit with that portion, and can then use the proceeds to hedge the individual stock component via a 1X short ETF like SH. Hopefully won't have to, but the option is there if necessary.
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