What ever happens, we recommend every investor to be hedged 25/25/25/25, betting 25 on US asset inflation, 25 on US bonds, 25 on emerging market inflation and 25 on emerging market high yield government bonds. This strategy will assure you will make it through the next 6 months which we feel will be very dangerous and unsure times. The fact is that pressure is building every day as the US markets remain stagnant. When decisions are made to break this stagnation, the market will move violently in either direction. The way in which it will move will depend on if the US dollar remains the supreme kind or will talks of a different global banking system materialize. […]