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| I guess look within asset classes for those assets that won't go to zero. Land no doubt will suffer a setback but will not go to zero. Some stocks or classes of stock may suffer a setback that could push them to wallpaper status. Digital currency may hit a wall once regulation catches up. Not sure AI can live up to the hype. The shakeup of our past trading partners that is making them look for new trading partners will have long lasting impacts. The potential economic loss of our soybean market is less than the economic loss of educational market (via student visas for example). Accounting has a term, goodwill, that is an intangible asset for a company. I believe the US had that in the past, it is pretty well gone now. There is a shakeup under way, pick your winners.
Sorry for the rant.
I no doubt will be proven wrong, similar to my crop marketing prowess; but they are my thoughts. | |
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Buy the 160 close to home --sell stocks?
