http://seekingalpha.com/article/202391-macro-trends-americas-new-chapter
interesting article...long , so here is the summary
Summary
We are living in a new century. The pages of history are forever turned by the winds of unexpected events and timing. We either curse or applaud that moment in time but what is impossible to do is to reverse its existence.
Move to cash and gold, avoid corporate bonds, short Goldman Sachs and the financial sector, and buy clean tech ETFs.
Disclosure: sgol, gtu
