Article available in Spanish here. You can listen to a professional narration of this article below: October 2021 (Update) My thinking has not really changed much, except that we have been increasing our exposure to foreign companies whose business is not tied to the US. We still have a small hedge in gold – I am as unexcited about it as I was when I wrote this article. Our chaotic and quite frankly embarrassing escape from Afghanistan has made me even less optimistic about our political leadership and the dollar.
Beloved Country. Unloved Hedge. (Updated)
Beloved Country. Unloved Hedge. (Updated)
Beloved Country. Unloved Hedge. (Updated)
Article available in Spanish here. You can listen to a professional narration of this article below: October 2021 (Update) My thinking has not really changed much, except that we have been increasing our exposure to foreign companies whose business is not tied to the US. We still have a small hedge in gold – I am as unexcited about it as I was when I wrote this article. Our chaotic and quite frankly embarrassing escape from Afghanistan has made me even less optimistic about our political leadership and the dollar.