Sunday, January 11, 2026

Changing world, re-evaluating investment strategies

The best investment for the next few years: Gold 

High beta investment for the immediate future: silver

The dark horse: Platinum

To be wary about: equity. It is likely US will collapse first, we may still have time to bail before ours does

Commodity super cycle is here. Keep watching for the right time to shift to Commodity stocks. 

 Debt / fixed income products are for liquidity. They are not necessarily investments especially in a situation like today with high global debt to GDP ratios, and increasing geo political tensions. In such a scenario, any assets, including dal, atta and chaval, are better than holding cash. This includes real estate, precious metals, and equity.




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