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Thoughts On Sports

@NealHoogwerf

Sports nut and blogger. Providing commentary on the oval ball. Bristol Bears. Stormers. Springboks.

 Cape Town, South Africa
Joined July 2011
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Good morning to everyone except the British and Irish Lions.
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David Warner wears Marques Ackerman’s pajamas.
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Oil at $100, US inflation at 3%, Yields close to 5%, Geopolitical instability, AI tormenting the entry level job market - yet markets too complacent. buy gold, infrastructure, short term insurerance, EM Oil exporter banks and natural gas short retail, long duration
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A structural overweight to hard assets and energy will be the best active decision over the next 10 years.
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