Stuff I'm currently bullish on: BTC & gold (easy monetary policies, global conflicts) EM equities (good valuation, emerging global powers) US long-term treasury (only one way rate is going: down) US real estate (inflation hedge, good income assuming healthy economy)
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Stuff I'd like to avoid (not necessarily short): US public equities (insane valuation) VC, PE, & most crypto (insane valuation) China real estate (insane valuation) developed equities ex-US (dead horse) USD (total trash)
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Why am I wrong?
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