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I see nothing but Risk atm. starting with Europe.


Europe :

               War

               Refugees

               Oil

               Food

               Industrial Production

               Supply chain

               Climate/Weather

               Covid resurgence


USA     :

             Political instability

             Stagflation

              Supply chain

             Taiwan/South Korea Protection/War

             Social conflict as in  Rich/Poor  Black/Other  Religious Right/Modernity

             Further China disagreements, not war (yet).

             Covid resurgence


Asia.     :

              China hegemony

              China market for our exports

              N Korea

              China/India mini-wars

              Refugee crisis ( Rohyngia, India internal, India Kashmir, )


South America : Don't know much about them. Political foment. Rich/Poor.


Africa                 : Don't know much about them. Political foment. Rich/Poor.


Australia/NZ/Pacific  :  China hegemony,

                                         Iron/Coal exports,

                                         Poor political leadership.

                                         Corruption of Politicians.

                                         Global risk to products of our quarry,

                                         Climate change.


I liquidated my Trading Portfolio in to Cash last week.


I'll have a look at the ASX stocks in my SMSF at 11.30 am tomorrow when all the madmen have done their bit with downsies and upsies and make some decisions.


I certainly won't be buying.


gg


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