March Update - 2: Monday.... Markets? (yuck. ) Money? (geeze.) Mulah? (bluurgh.)

(Note to anyone perusing: for now, I've none of these things - those who know me know the primary cause. Just suggestions these and no conflicts of interest. For now.)

Monday. Probably for those few to whom I'm... leaving open thoughts and suggestions here, I suppose I should be more consistent, put something up most Mondays - a fairly simple note on the stuff at hand. That is, the markets. Boring, tricky as in if you start ... it can quickly become the thing you do most of your waking and some of your sleeping hours. The world reduces into 3 and 4 letter symbols, clicking and talking and reading and hearing and listening on-to-in all that... information, this company, that balance sheet, that devise results, margins, cash flow, debt to equity, is this person any good, that guy already fucked up another company, who owns the stock. As flavorful as... cold, dry fast food.  

Most likely I will, anyway. Well, on more Monday's than not. Put up a note. From April though, which begins tomorrow, it'll usually be a video thing. A quick blab while out for a walk but instead of deleting as I nearly always have... a  few minute summary of a thing without much meandering. Well, I'll try not to meander. 

Today though... this... Money Monday I'll simply reiterate the same recommendations with a few caveats. Caution, though by now caution would be euphemistic. It's about time to start running for the.... toilet paper. That is: 

January 14 months ago caution but no rush; from last May - use VIX etf's or options to play market volatility while holding onto US stocks but dont reinvest much into risk assets; from November sell into rallies, buy into bonds (corporate more than other paper, US dollar mostly.) From January; start taking money off the table and into again cash and low risk. Now... most likley we're in view of shit. There really isn't much anyone could have done about it though the EU has done everything it can to make the coming shit show much worse than it ought to have been. So.. defense, cash, no debt, no leverage. Slowly but not too slowly... sell risk-on assets.

Gold remains very good scenario insurance though after its long run, no longer the same investment recommendation of last March. ETF's or physical or mutual in the context of overall portfolio and defense.

Copper remains a good opposite scenario insurance - and investment. If you know enough, buy in directly (small and mid caps will eventually do pleasantly) a little on dips,only a little, and more when-if the shit storm is in full swing. Since last July when suggested though its price has popped, company valuations haven't. Accumulate low and slow.

Nuclear is almost ditto above but a longer hold. Still, a no-brainer and the fall-off from the rapid rise just after the recommendation in September will make it easier. Harder to invest well into... either do the work or play gently the theme, as above (fund).

Finally near the end of '24:  Russia and some other markets i.e Uzbekistan, Mexico (long term,) China, India and some other Asian etc but most of all Russia. Because I didn't realize how draconian the sanctions were. From the West...direct access to the market isn't possible. So... for now, March, other things but exposure to other mentioned places again when-if the shit-avalanche breaks, grab some. I will be posting or talking directly on something more specific..... anyway. Next up: cancer. And stuff..