I am ill-equipped to say anything useful about relative currency values. My model also holds metals for their general currency depreciation protection though.
I'm on the sidelines except for metals so I guess what I have in stocks is in one basket(which is doing well currently). If the market really tanks I'll go in on other stocks but I'm kinda thinking Buffet is correct on waiting it out. Savings account rates at 4.5 percent are good and keep the money liquid. Recessions typically start when the Fed starts to cut rates. Indicators are meh either way so I wait.
Was thinking maybe putting a bit of cash on shorting the dollar, but maybe it's too late?
I am ill-equipped to say anything useful about relative currency values. My model also holds metals for their general currency depreciation protection though.
I'm on the sidelines except for metals so I guess what I have in stocks is in one basket(which is doing well currently). If the market really tanks I'll go in on other stocks but I'm kinda thinking Buffet is correct on waiting it out. Savings account rates at 4.5 percent are good and keep the money liquid. Recessions typically start when the Fed starts to cut rates. Indicators are meh either way so I wait.
Metals and cash have not disappointed. And I'm sure you're aware of what the Fed is expected to start later this month...