DislikedUndervalued stocks with Price Earnings/Growth less than 1, acceptable free cash flows, and established growth and dividend yields significantly above inflation (I assume 2.5%), US treasury yields, and industry averages as long term plays; I wouldn't call it trading really.
Options with covered calls so I get paid while I wait in excess of dividend income.Ignored
Treasuries are horrible. Inflation will be high. The Treasury bubble will burst. The only stocks trading at a P/E less than 1 are ones with huge problems in the future. So the market priced in problems. I would also be out of stocks.
Be heavy in silver and gold. I would also buy some TMV which is 3X the opposite of US Treasuries.