Open Thread: So, uh, what DO you like?
Within the past 6 months I've written negatively about the dollar, the euro, gold, lots of overpriced stocks, treasuries, etc? Logically, a question I've gotten then is what do I like? I've tried to get at the question in this week's Global View column (with a bonus Rage Against the Machine allusion for anyone who is a fan). The short answer, though, is diversification.
In the long term, of course, I am a believer in emerging markets, but these will continue to be volatile and it will be a long time before many prove themselves. So above all, the key for the time being is to spread your bets.
Agree? Disagree? Think you've found you're own safehave? Let's talk about it in the comments.