I guess a transition period where we go from deficit to surplus is inevitable You'd have to expect deficits across the board after what we have just been through in the gfc. But the world seems to be delicately balanced on the edge of a cliff. One black swan and the whole house of cards is likely to go down but we seemed to have recovered today I got to get out of stocks and get a bit of cash together just in case. Gold appears to be too expensive at the moment
