Liquidity, Liquidity, Liquidity.
Your size makes you more 'agile' than the big players who will urge you to stay invested, to hold your ground.
Your weakness is that information is not being given to everyone in the market at the same time.
No debt. Liquidity. But where to keep it?
That's the challenge.
We like hard currencies, short term Treasuries, cash, and gold and silver.
The time to buy equities will be coming, but not quite yet.
But that's just our opinion, and we could be wrong.
