US equities are not looking great. Global equities are not looking great. The USD doesn’t look all that safe…neither does the credit market. Precious metals and natural resources seem like a contender as does real estate. There’s one obvious category that I haven’t mentioned - and won’t.
A couple of weeks after Trump was elected, I liquidated a 7-figure account and figured I would sit in cash. In January, I started buying things like EUAD and CLOZ because I was trying to figure out where some modest returns could be had while the US equity market adjusts. We’re all here trying to do our best, so what are everyone’s plays?
I’m looking at precious metals and real estate. Slowly moving back into specific equities (Costco, Goldman, etc) once the waters seem a little safer.