- from TradingView

As always, these are projections not predictions. The near future is always hard to see, & markets are not an exact science.

Still, we know that Donald Trump is set to take the throne for his 2nd term...the 0.04% of the population who aren't inflamed by political tribalism will have the most accurate perspective. Love him or hate him, by now we can have an idea of what he's like. He is not one to go along with what the corp/mil/media-industrial complexes, & their lobbyists & congressional puppets, want him to do. He is not easily deterred once he has decided on a course of action. He's picking loyal people (or so he thinks--a few will inevitably turn on him) & those from his first administration. Trump has never been stupid but at this point, he's older than Biden was when Slow Joe won the throne...it will likely affect his decision-making. And of course there are is the geopolitical "great game" to consider.

So. Ye olde question: how to play it?

My plan is to be cautious but not overly so. I won't pick up many stocks or ETFs...I suspect those markets will be somewhat rocky for at least the next two years if not all four. Will probably buy some bond-backed ETFs (maybe even bonds directly) because if core inflation refuses to slow down & Trump's policies spur general inflation then the Fed may ratchet up the official interest rate again. That would make debt-dependent assets a good value. Apart from that, my focus is on alternative assets now. For me, the main one is my parcel of land. These days most of what I think about is how to improve it, develop it without removing all the trees, leaving some natural environment in it, & getting it ready for a house. All of this will increase equity (the value of the land itself). The only other assets I'm interested in are precious metals & perhaps some crypto, if I can afford it.

More art & crafts coming as always. Stay tuned, folks!