Capital rotation events
The great repatriation of Japanese Pension Funds
- Sell Dollars
- Sell Bonds
- Sell Stocks
- Buy Metals
Bond Yields will go up
- Stock will go down for the next 2 years
- Banking system will collapse
- destruction on current paper world
Portfolio of the Future
- Hard Assets Silver & Gold
Strategy
- Rotation from Bonds and high Valued Stocks
- Physical ownership