Investors Should Invest On What They Know.

Most People Are Under Exposed To Global Assets, Including Foreign Stocks, Bonds And Currencies.

America's Downgrade May Serve As A Wakeup Call For Its Policymakers. It Is An Unambiguous And Loud Signal Of The Country's Eroding Economic Strength And Global Standing. It Renders Urgent The Need To Regain The Initiative Through Better Economic Policymaking And More Coherent Governance.

The Theory Is That If You Take Interest Rates Negative, People Are Going To Say, "that's A Silly Game! I'm Not Going To Lend My Money To Governments Who Want Me To Pay Them. I Am Going To Go Into The Stock Market Where I Can Get Positive Returns!"

The One Instrument That Has Relative Political Autonomy Is Monetary Policy. Central Banks Do Not Need To Go To Congress To Get Approval For An Interest Rate Hike.

Investors Have To Ask Themselves Two Questions. How Much Can We Grow Our Investments? And, Can We Afford Our Mistakes?