[bdub]

This is just my humble opinion, but for the equities side I want stuff that can maintain margins as cost pressures rise, companies that produce stuff people need and that is increasing in price, companies that produce excess cash flow that they can use to give back to me in the form of dividends and/or buybacks. Basically I want cash flow now, not later in this environment. I also expect we could see some downside volatility and if I get the opportunity of a deep pullback I will probably use some leverage on the equity side or sell some of my gold if it stays roughly at this price. We'll see when/if the time comes. Definitely interesting times ahead I think.