Chrystle
2023-10-12

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@BenjiFujiThe Best Hedge against conflict With the recent Hamas Israel war breaking out, it seems that we will need to bet for the 22nd century to be a peaceful one instead. That is provided both you and I are around to see it. [LOL] Jokes aside, given this uncertainty, with oil prices going north, conflict in Israel, US inflation, Fed interest rates, China property going down, what should we invest in? One level of thinking Investing in Gold or gold related stocks such as $Barrick Gold Corp(GOLD)$ would seem to be rationale thing. After all, the greater the uncertainty, the higher gold will climb. After all, doesn't the governments around the world horde gold? Another level would be to look into Oil related and Defence related stocks such as $Lockheed Martin(LMT)$ and $Palantir Technologies Inc.(PLTR)$ . Certainly their services will be required. Contrarian thinking The alternative thought will be to invest in places where people avoid investing. When everyone says tech is not going to go anywhere and when the stock gets hit with bad news, often the mispricing that occurs is wonderful for contrarian investors like myself. Of course the risk is that you might invest in a value trap or in a stock that does not have the true capacity of resilience and growth. Another possibility is to look at good REITS such as $Frasers Cpt Tr(J69U.SI)$ and $ParkwayLife Reit(C2PU.SI)$ Cos if they go deeply undervalued, it will be steal when the Fed starts dropping the interest rates. However we don't know when. One more possibility that might be contrarian is to place your cash in resilient banks such as DBS, OCBC. The dividends that they give out is based on percent of earnings and banks are more stable than REITS. Most importantly... The best hedge against conflict, is none other than to invest in the people around you. In your health, cos you need to compound, in your family, in your neighbors and friends, and in the harmony and peace of your land. Peace is more than the absence of war. Peace is active and peace needs active investment. Aside, invest in your emotional and financial intelligence as I am certain, that tough times won't last. Tough people do. What do you think? Give me a like, a comment and share. I only write once a month and if you think I should write more, let me know too.[Grin] @Bonta @daz88888888 @LMSunshine @GoodLife99 @melson @SirBahamut @TigerStars @MillionaireTiger @CaptainTiger Meanwhile here are some interesting photos to think about [LOL]
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