1. Contrary to public belief, I don't believe the sky is falling,
Its been falling every year, Nothing has happened, other then price of equity going up and down.
2. USD topping, I want to be out of it, if USD inflates, I want to be in assets.
3. Either way being in USD is a bet. Just like being in BP is.
4. Entering in a Value Investing / Timing strategy now.
Notice: BP and TECK both have high EPS's