Sell USEQUITIES by May 30, 2025.

While the world is watching the U.S.-Ukraine conversation descending into a comedy show, it is time to anticipate higher inflation and reduce U.S. equity positions. It is clear that the top agenda of U.S. government is to contain China at all costs, even at the sacrifice of Ukraine and Europe. Winning support from Russia to contain China has a higher priority now. It seems the situation is different from 1939: Russia suffered heavy loss in Ukraine, so it is unlikely …