- Market is losing momentum (S&P and Dow). May be time to reduce in West-stocks and wait in sidelines. May be good time to reduce unwanted risky positions. Curve has inverted too. Yield-spread has increased. In a few months, we will be entering rough patches
- Gold and silver are gaining momentum. May be good to increase position given interest rates and crisis times.
- Stay put on crypto space – watch out for large changes around stable currencies, cryptography, decentralized Identity and Access, cross-border investing, asset tokenization, next generation internet etc. Look out for the stars and gems. Buy some cryptocurrencies with your existing money.
- Keep It Simple – buy 50% gold, 50% crypto at throwaway prices.
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Decisioning & Future investments Blog 