I did a Pete Speaks 2, after this blog post was originally posted so I just added it below:
2025 Asset Allocation Model (This is not investment advice):
25% Cash up to 75% depending on individual needs
General Equities – No more than 50% and most well under that (In U.S. just Index Annuities. Non-U.S. mostly Asia ex-Japan. Avoid Western Europe).
Fixed Income – Just 1-yr T-Bills and CDs. Potential major credit crisis brewing-stay tuned. Watch 4.5% on 10-Yr-T-Bond)
Metals & Mining – A needed and welcomed corrective/consolidation phase for gold and silver. Focus is on 2025 for next leg up. Grandich lungs in junior resource stocks.
Not focusing much attention to other markets but will comment when appropriate.
