The next time you are thinking "well things seem ok, maybe we'll get out of this alive. thank god I didn't panic and sell back there when fear was pandemic" .... on that day .... sell something.

Me, I'm all "money" (whatever that is):

%40 euros (grrrrrrr)
%50 $ (the dollar will survive for a while longer. it has to)
%10 gold (who knows)

Wishing I had followed my impulse to buy JPY last week. I'm trying not to trade currencies. I don't really understand them enough.

I've enjoyed being all cash for a while now. but the demon of financial armageddon doesn't like cash either, and he will hunt me down and destroy that too.

How's this for scary: CPB Cambell Soup is holding up quite well today (with major world wide crashes going on). Now what could could savvy investors be thinking ?




Seriously folks, if you haven't thought about the consequences of a complete dislocation in the way that food and retail happens in the western economies ... and how you are going to cope with that dislocation, then do so now.

Have a month worth of food on hand just in case there are interruptions to banking or food. Better safe than sorry.