http://www.biiwii.blogspot.com
http://www.biiwii.com
Since they are getting caught up in the global hysterics, I think it is time to trim some non core items. KAM in the previous post, is a core item. But anything's available for the right price I suppose. Investment value has nothing to do with global tensions. It has everything to do with economic degradation due to destructive inflationary policy.
Portfolio composition is now wildly tilted to a gold stock and cash stance, with a few shorts sprinkled in.