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Raising some additional cash today. Lighting up both US and Asian equities. Moved a bit more into the junior silver miners, but still small plays. Trade war now looks likely and with Bolton . . .
As Cpl. Ford used to say some 50 years ago, "Keep your asses low and your flak jackets close".
I think you might be right here mister. I too sold a couple of positions and will hold the rest of my hand. Time now to go start some tomato and pepper seeds.
I had lightened up on my riskier investments (mostly stocks) early Feb, based on technicals. Was closely watching as market started to rebound again, but comfortable with my positioning for now. About 10% cash, 70% in conservative allocation/balanced funds, rest in moderate global equity funds.
I lightened up a bit over the past two weeks, brought my equities down to 65% from 80%. Am considering raising a bit more. The economic fundamentals are great, but the wheels are coming off in the White House.
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