Investment Ideas

Future Possibilities:

• Trump tariffs - how high?

• What countries?

• Trade war scenarios

• Tax cuts threat to treasury bond market?

• Rule of Law threats to USA

• Authoritarian Rule / End of USA Democratic Republic threats

• What will Trump do in a stagflation scenario?

  • Get control of FED and force interests rates lower?

• Deflationary spiral? Happens with massive demand destruction. Debts - national and personal in the USA are a risk?

• Hyperinflation scenario

Strategy Ideas:

• Protections against high interest environment?

• Protections against severe inflation?

• Protections against severe recession lasting a decade or more

• Gold ETF fund?

• Invest in other Democratic Countries? Western Europe?

• Stock option funds that bet on bad economic scenarios?

• Other commodities that are inflation-proof?

• What industries do well in a stagflation environment?

• Invest in food companies?