Bigworld, Condolences on that SVIX position. Probably best to stay on the sidelines until the current craziness is (hopefully) resolved. Tough to say, but 'gunslinging' seems especially dangerous right now.
Fwiw, I brought the stock allocation back down to 1% (from the recent 2 1/2 %), using this morning's rally to get out approx even. On Friday I figured the 'powers that be' would talk some sense into Trump over the weekend, but apparently not. There's a deadline on Wed 9th, so maybe they put enough pressure on him (or threats) to force a retreat from the mega tariff insanity. The stock market would then have a monster rally, but there's absolutely no assurance of this happening, so I figure cash is king right now.
The metals might be a buying opportunity (?) Silver in particular has been hit. Gold seems like a no brainer over the longer term since the US debt bomb is clearly in deepening trouble. It looks like the 'timeline to disaster' has been greatly accelerated. I was figuring we had 3 -5 years, but it appears things hit the fan much sooner.
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