Investment strategies for the next four years

[edhopper]

I see the normal GOP refusal to regulate leading to a market collapse in a few years. (The SEC will be effectively a nonentity)
But if Trump starts trying to "negotiate" our debt, that is rescind the good faith of the Government in American Treasuries, or is Congress in their stupidity doesn't raise the debt ceiling, we could see a quick and devastating Global collapse.
In the mean time I am shifting some assets around as I evaluate what is happening and watch what these fuckers are doing.
Definitely Gold will be a big part of it, but walking the tightrope in these times will take more financial skill than I have.
And like every financial emergency that has happened in the last 50 years, the professional investment community won't see it coming.

[elleng]

1. Maybe cross post this at 'economy' and Personal finance and investing.

IF 'deregulation' is enhanced 'soon,' there may be upticks in certain industries. What do 'experts' say? Dunno.

Here's one: The Glaring Contradiction at the Heart of Donald Trump’s Economic Policy
http://www.nytimes.com/2016/11/18/upshot/the-glaring-contradiction-at-the-heart-of-donald-trumps-economic-policy.html?ref=business

[RKP5637]

2. Sadly, Well Said! n/t

[madinmaryland]

3. I'm not sure about that. The Repubes will probably just start printing money faster

than Jerry Sandusky can say "hello little boy".

I figure we will be looking at 8-10% inflation in the next couple of years, with wages continuing to stagnate, while millionaires and billionaires continue to suck trillions of dollars out of the economy.

Typical repubican policies

[mnhtnbb]

4. I have already gone completely to cash

with the exception of a small holding in a gold fund.

We (my husband is 74 and I'm 65) simply cannot afford to see investments tank like they did in the last recession because we don't have enough years to gain that back
and I fear that our social security, my husband's federal pension, and our Medicare benefits could dry up. Republicans in control of the White House are notoriously bad
for the stock market.

I may put some assets in short term bonds or CD's--depending upon how things look next spring-- after the Cheeto Fucktrumpet has been in office for a while and we get a feeling for
what damage he's going to do in the first 100 days.

I've been investing for 36 years and I've never tried to time the market or done anything this drastic. At this point I am 100% about protecting capital.

[mainer]

5. But where do we move investments?

If the market's heading for a fall, and Treasuries are no longer trustworthy, everything collapses. Real estate, muni bonds, international stocks, etc, are all going to tumble. It would be crazy to put everything into gold. Right now it seems like cash makes the most sense, and maybe farmland. People always have to eat.

[Lochloosa]

7. Beach front property. There not making that anymore

[mnhtnbb]

9. Actually, these anti-climate change Republicans will be making more beachfront property

as the sea levels rise and what is now second and third row becomes ocean front.

[greymattermom]

6. Yep did that

sold all my stocks today and will put money in bonds when the interest rates go up, which will probably happen next month. Bonds aren't risky if you hold them to term, and interest rates should start going up soon. I'm too old for the volatility of stocks, and the Trump plan makes no sense to me. Remember he's mostly in real estate, not stocks, and he has said he wants to get rid of the carried interest tax break, maybe to punish Romney. It's all personal with him.

[kimbutgar]

11. What kind of bonds did you buy?

I wouldn't touch us treasury bonds now. I own a zero coupon muni bond that I am thinking of selling and going straight to cash. But I am fearful that dollar with lose its value under orange Cheeto. Most of my retirement money is in cash though.

[NightWatcher]

8. Put your money in canned goods to feed the refugees you are sheltering in your garage and basement.

[duffyduff]

10. Put your money in a mattress and hope it doesn't catch fire. n/t

[IphengeniaBlumgarten]

12. Watch out for inflation

I suspect Trump's activities will contribute bigly to inflation: big infrastructure spending plus big tax cut will result in ballooning federal deficit and much inflation.

Yes, the market may tank, and having some percentage of your assets in cash at this time would protect you from having to sell stocks near their lows and also allow you to buy at a discount at such a time.

But having all your assets in cash is not good, because inflation may seriously erode the buying power of that cash.

If you own stocks in well-managed companies, they may do OK even in a bad economy, and the value of stock will typically keep pace with inflation. If you have selected dividend-paying stocks, you will also be getting some income, a good bit more than you would with most bonds in the present environment.

So, a mix of assets is probably the safest course.

[edhopper]

13. Thanks for the responses

I think Gold is definitely a big part if we are going into inflationary times.
And if bond yields go up to match inflation, money will be moved from stocks and the market will go down.