<div id="readability-page-1"><div><div>                                                                                                                                                <p>Ray Dalio, who founded Bridgewater Associates, noticed that global central banks are diversifying away from U.S. assets. Investors might do the same.</p><p>Dalio said several examples supporting this claim. Gold prices rose by 67%, lifted by the strong demand from central banks. He suggested that investors should pay more attention to monitoring the capital war. Instead of following the trade war, which uses tariffs as an instrument, the capital war mattered more.</p><p>The White House Administration threatened to take Greenland. Late last week, however, the “framework deal” ended the tensions. Unfortunately, the threat raises Europe’s distrust of the U.S. It sets the stage for more threats of military moves for the U.S. to acquire any territory.</p><p>Investors should continue to hold defense and aerospace stocks. Companies such as Lockheed Martin (LMT), L3Harris (LHX), RTX, Boeing (BA), Aerovironment (AVAV), and Kratos (KTOS) are on the list. KTOS stock is not yet a compelling investment at these levels. Valuations are at a premium because markets are pricing in the risks of further U.S. aggression against other countries.</p><p>This week, the Federal Reserve will announce its rate policy. Markets expect it to hold rates. This might not matter. The world is increasingly losing trust in U.S. markets. That would suggest that investors lower their exposure to firms that rely on growth in U.S. markets. That includes Apple (AAPL), Visa (V), Tesla (TSLA), and Broadcom (AVGO).<br/></p></div></div></div>

<p>Ray Dalio of Bridgewater Associates highlights a trend where global central banks are moving away from U.S. assets, prompting investors to consider similar actions. He notes a significant rise in gold prices due to central bank demand and emphasizes the importance of monitoring the capital war over trade wars. Investors are advised to focus on defense and aerospace stocks like Lockheed Martin and Boeing, while being cautious with stocks reliant on U.S. market growth, such as Apple and Tesla. The Federal Reserve's upcoming rate policy announcement may not alleviate concerns about trust in U.S. markets.</p>

Baystreet

SD-GOLD

Lockheed Martin

Us Gbl GLD & Met

Invesco Aero & Defense ETF

Direxion Daily LMT Bull 2X ETF

Hwabao WP CSI Military Industry ETF

Invesco Db Precious Metals ETF

iShares MSCI Global Gold Miners

iShares Gold Trust

VanEck Junior Gold Miners ETF

SPDR Gold Shares

Direxion Daily BA Bull 2X Shares

GLOBAL X Gold Explorers

Newmont

Huatai-PB CSI All Share Aviation & Aerospace ETF

ChinaAMC CNI Aerospace ETF

SPDR S&P Aerospace & Def

ZHONGJIN GOLD

Global X Defense Tech ETF

Pacer Solactive Whitney Fut of Wrfr ETF

Leverage Shares 2X Long BA Daily ETF

First Trust Indxx Aerospace & Defense ETF

ARK Space Exploration & Innovation ETF

Pro Ultr GLD

Abrdn Gold ETF Trust

WisdomTree Global Defense Fund

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

ChinaAMC Gold ETF

Kinross Gold

Abrdn Precious Metals Basket ETF Trust

Boeing

VanEck Gold Miners ETF

Gold.com

What To Buy As Investors Dump U.S. Assets