To The Moon

🌟🌟🌟There is a storm brewing in the vaults of global finance.  Ray Dalio, founder of Bridgewater Associates, urges us to stake 15% in Gold and Crypto to shield against America's debt deluge.  Meanwhile, Jim Rogers, legendary Quantum Fund Co Founder, has exited US equities entirely, warning that the next crisis will be the worst of his lifetime.  When titans like these 2 men sound the alarm, you listen, not with panic but with a shrewd plan.

Jim Rogers : Contrarian Maverick in a Changing World

Jim Rogers doesn't just invest, he time travels with economic cycles.  After conquering markets with George Soros in the 1970s, he turned his gaze to commodities and long term global trends. 

Global Macro Focus : From agriculture to gold, Jim Rogers bets big when the masses look the other way.

Asia Advocate :  A proud Singapore resident, he believes that the East holds the key to future prosperity.  He calls the 21st century - the Century of Asia.

Total US Equity Exit : Jim Rogers sees America's spiraling debt as a terminal illness and he is not waiting for a second opinion.

Ray Dalio : Master Architect of the Economic Machine

Ray Dalio doesn't just predicts, he models.  His economic machine framework dissect the gears behind inflation, debt and growth to divine market shifts.

All Weather Resilience : Balanced portfolio  engineered for storms. 

Hedge Sage : Gold and Crypto as protection against the Feds ' fiscal fireworks. 

Scenario Mapping : Prepares for every combo - growth, stagflation, inflation and deflation. 

Radical Transparency :  At Bridgewaters, truth isn't feared, it is embraced.

Clash of Styles but Unity in Warning 

Jim Rogers jumps ship.  Ray Dalio reinforces the hull.  But both men underscore one truth : America's debt driven party could end in disarray for the economy.  Their philosophies are the cornerstone of macroprudence :

Jim Rogers' exit is a full throttle escape from risk. 

Ray Dalio's hedge is a calculated act of preservation. 

Either way, passive portfolios built on hope and hindsight need a makeover. 

East Rising, West Wobbling 

Let's be real:  Asia is no longer the understudy.  Asia is taking centre stage. 

Urbanisation and Digitisation :  Asia's middle class is booming especially in markets like China, India and ASEAN.

Innovation vs Instability :  But it is not all smooth sailing.  China wrestles with real estate overhang while India dances through potholes on the infrastructure highway. 

Replacing Western exposure with Eastern promise isn't binary.  It is nuanced.  The future belongs to the globally agile. 

How To Invest? 

Diversification as Protection : Spreading across asset classes, geographies and having income streams to guard against market surprises. 

My Portfolio : Powered by VT, IAU, iBit and ES3.SI 

VT - Vanguard Total World Stock ETF 

Global equity exposure across developed and emerging markets. 

Why VT? 

Diversification on a planetary scale.   Low fees, broad coverage and easy access. $Vanguard Total World Stock ETF(VT)$  captures US innovation and international growth, no bias, just balance. 

IAU - iShares Gold Trust 

$iShares Gold Trust(IAU)$  is investing in Gold without the vault hassle, a reliable hedge against inflation and FIAT flirtations.  

Why IAU? 

IAU is a liquid, cost effective way to own physical gold exposure.  It is backed by actual gold billion, not flaky derivatives. 

IBIT 

$iShares Bitcoin Trust(IBIT)$  is a regulated gateway to Bitcoin with institutional grade custody.  There is no wallet to grapple with and aligns with Ray Dalio's 15% hedge thinking.  Volatile - yes but also uncorrelated and potentially disruptive. 

ES3.SI - STI ETF (Singapore) 

Singapore's top 30 listed companies, rooted in stability and South East Asian relevance. 

Why ES3.SI? 

It has a strong dividend history and provides exposure to Singapore's financial, retail and industrial backbone.  It fits my emotional and economic ties to home perfectly. 

Concluding Thoughts 

Jim Rogers exits.  Ray Dalio fortifies.  And me?  I step into the market arena carrying a portfolio that hums with purpose :

VT for global reach.   IAU for solid ground. IBit for digital edge and ES3.SI for homegrown grit. 

No single titan knows the future but when we are well diversified, we are prepared for the future.  A future proof portfolio isn't built on panic.  It is woven from insight and conviction. 

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