Not going to waste time matching your long reply. Intel is a small part of my portfolio these days. While weedtrader was gurgling in his delusions I was selling. I foresee a major market meltdown in a year or so. Oil is and will be strong under the dictatorship, until the crash, so MLP's are a great place to be with relatively safe 10% or higher yields (eg, SUN, MPLX, .. there are better ones) . There is no yield to be had in any growth sector. The rest is in short (BIL) and long term (TLT) bonds. So, if you had a 10% ylding growth sector before, I highly recommend 70% in BIL and 30% MLP's.
Your AMD with a PE of 100 and the Sino-American trade war (which is the only policy of the dictator I agree with) will end in rubble. If I was in the position you claim to be I would sell and be happy.
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