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I'm keeping a significant amount of dry powder right now, maybe 20% in cash, just waiting for the next dislocation. You should have 30% in international equities because the US is just too expensive. It's about protecting capital while positioned for those non-dollar gains when the cycle turns.

I would put about twenty-five percent into gold and commodities right now because you need those real assets. The rest should stay in high-grade, short-duration bonds. It’s not very sexy, but I’d rather wait for better prices than chase these overvalued US equities, which are just way too risky.

I'm looking closely at the dollar's weakness and I'd allocate at least 25% to gold and real assets. Equities remain overpriced, so I'd favor non-US markets. It’s about keeping dry powder ready for better opportunities when the credit cycle finally turns. You have to be patient.

I'm looking at the yield curve right now and it's telling us to be very patient. I would put maybe 30% in gold and hard commodities because the dollar is vulnerable. You want that safety net while keeping your cash ready for when the credit markets finally offer us a real bargain.

We are looking at a landscape where you really want to maintain a heavy cash position, maybe thirty percent, while waiting for the cycle to turn. I like the idea of moving away from the S&P five hundred into emerging markets where valuations actually make sense. It is about patience and capital preservation right now.

I would look at the dollar right now and frankly, I'm concerned. I'd keep maybe 15 or 20% in very short-term T-bills, just waiting for the right entry point. You want that dry powder ready because, again, these valuations are just not sustainable in the long run. 100%.

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I'd stay very liquid right now, maybe keeping thirty percent in cash equivalents while we wait for better entry points. The S&P is simply too expensive here, so look at emerging markets instead, 100%. It is about preservation of capital until the cycle turns and the real opportunities emerge.