Great read, until the end. I don’t think energy stocks are nearly as solid as gold, remember Enron?
I personally am going to invest in large cap companies that are paying a dividend above the CPI and in my estimation have a very small chance of going bankrupt. Since China holds so much of our debt, what is their opinion? What is their 5 year plan? I’m pretty sure that while their standard of living may be increasing in general that many of their factory workers probably feel like slaves. I work in the service industry and would love to produce a product but how do you compete against slave labor and a country that would steal your ideas and doesn’t really believe in trademark or patent rights?