So, while I worry that our currency is being debased, and our national debt is getting out of hand, I console myself by going along on the stock market ride. I've done very well the last several years, and as long as "quantitative easing" continues, I'll stay invested.
That said, the party has to end sometime, though whether by fire (hyperinflation) or ice (deflationary depression) is not known, or at least not by me. But the end won't be pretty. With this in mind, I've moved my portfolio in the directions of conservatism (adding gold and gold miner ETFs during the recent drop in gold; moved toward recession resistant and dividend paying "sin stocks" like Philip Morris International; maintained a substantial position in a well-run, profitable regional bank which has made some strategic moves I approve of; and have increased my exposure to Singapore and China).
Don't like the Fed's policies? Join the club. But don't pout about it; take the gifts they offer.
I believe you should watch China closely.
If we ever. Using that word advisedly, ever. Get a national goal of bringing back US production.
China is not the place to be.
I have seen zero sign either party is even considering that. Or has ever considered that. Or for that matter ever would consider that.
I merely say if it happens, don’t stay in China.