03-12-2025, 06:09 PM
Can't say I'm much more optimistic than you. And that's far less than half the list. Government spending is such a big part of the economy, and that's getting slashed.
I sold a little in 2024, but way less than I intended to. Even now, convinced that this could be a rough one, I am hesitant to head to the sidelines. I'm not sure cash is going to fare much better in the short or long term. No safe havens right now. Just spreading it around as best I can and otherwise planning to just ride it out. Even bought some PHYS a few months ago.
Are you doing any repositioning?
I sold a little in 2024, but way less than I intended to. Even now, convinced that this could be a rough one, I am hesitant to head to the sidelines. I'm not sure cash is going to fare much better in the short or long term. No safe havens right now. Just spreading it around as best I can and otherwise planning to just ride it out. Even bought some PHYS a few months ago.
Are you doing any repositioning?