Replies to post #45403 on A.I.M. Users Bulletin Board (AIMUSERS)

[ls7550]

Hi Tom.

Here in the UK Biden has offended many, in effect favoured jumping into bed with Germany and Ireland (EU) and accordingly increasingly focus is turning eastward, looking to break US ties/allegiances in favour of others. Russian investment options for instance are priced to near book-value, 5% historic dividend yields, 7.5% forward dividend yields and PE of less than 10. Politically riskier, however a UK/Russian alliance could go a long way to add greater stability/security.

The TINA US mindset, "there is no alternative" belief that the US Dollar will continue to prevail as the primary reserve currency is perhaps being stretched to near breaking point. There are a number of alternatives, all quite similar, and its not too much a stress of the imagination that TIAA (there is a alternative) could become a more broadly accepted reality, perhaps relatively soon (< 5 years).

For historic reasons the UK serves as the accounting, law and financial hub for many nations around the world, a common wealth body comprised of around a 2.5 billion population that if tied in with the populations of Russia, China ..etc. could quite reasonably see a primary reserve currency migration away from USD.

Something to keep in mind as a possible 'Black Swan' situation. Not sure how American's might hedge that risk however. My guess is that a precursor flag would be forms of constraints on gold and the likes of bitcoins. If/when so then I'd further guess that within a couple of years of that would be the more likely time of implosion.

Clive.