- Emerging economies - properties in country side, healthcare, water, banks, insurance, consumer finance, brokers, plantations
- Gold and Silver - long
- Japan - Perfect contrarian play - banks
- New regions - cambodia, laos, myanmar, mongolia, sri langka, africa
- Commodities - although correct 50%, long term intact, agricutural, NG etc
- US treasury - Short
Based on Mexico experience, market collapse then printing money then market shot up 200x, but in USD value, no changes over 1979 to 1988
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