What would you invest a million dollars in right now? (1 Viewer)

Best answer... buy the house next to @k9dr on the island! Rent it out the rest of the year and co-host SQM! That way those of us on the wait list can still come play cards and everyone can be close by!!


(Also a new High tech hot dog roller that can make hot dogs ready in 2 minutes that taste like they have been on there for an hour! For all of those inpatient players that always show up hungry!!)
 
Most of my stuff is on the sidelines. Tough to see much upside. I’ve got a couple plays but they certainly aren’t sexy. Ford seems like a value pick.

My boring choice would be a third each to cash, FCTNX (tech heavy mutual fund), and a S&P index tracker
 
70% real estate, 30% global index fund. I think long term (>5 years).
 
This is fun. I’m splitting mine into three trades.

First, I’m going long the US dollar and short the South African rand (USDZAR). I think the short dollar trade is crowded and plus it was part of Trump/Mnuchin platform, admitted or not, to aim for a weak dollar. Yellen, although not necessarily a strong dollar proponent, will be pressured to bring strength back for a number of reasons.

Second, I’m buying crude oil. Look for demand to surge back once travel restrictions are lifted. Dems in charge of both houses and the presidency means drilling moratoriums and lots of regulation being brought back in US. But mostly pent up travel demand and recovery form global shock/shutdown.

Third, I’m buying Bitcoin. Still lots of room to run. Hedge funds have committed and are buying huge blocks. Inflation is real and is coming. Look for infrastructure spending and more stimulus to speed it along. The Fed has committed to lower for longer and also promising to let inflation run hot before acting.
 
Second, I’m buying crude oil. Look for demand to surge back once travel restrictions are lifted. Dems in charge of both houses and the presidency means drilling moratoriums and lots of regulation being brought back in US. But mostly pent up travel demand and recovery form global shook
Airline stock would be another play with this theme
 

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