In your shoes I would immediately get rid of my stock portfolio. I
rather have cash in a conservative money market fund investing in US
treasuries. I think that the worse is yet to come. Banks are not
lending. Business do not want to invest. People are not consuming.
Then you would have to be on the watch for a not discardable, possible
inevitable, dollar debacle.
I am resending this message because I found it in my drafts as not
sent and given I got no reply at all.
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