Jongo, if you thought financial Armageddon was neigh the situation would be complex.
But why would you bet on bonds? Will they have a part to play in the demise of stock markets globally? Probably not directly as interest rates could be at a peak in their cycle. If you haven't got on board before rates went up....
Same for gold. It may already have gone stratospheric and if you haven't bought at the bottom of the cycle.........
Short major indices is a given.
The biggie is a way off IMHO. We've yet to witness market madness and situating yourself at the cusp will probably be just luck. The Central Banks will either win the deflationary fight or they won't and while they manipulate markets there won't be an Armageddon.
Play what's in front of you, that's my motto.
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