Subject: Re: 2025 and 2000-2025
Therefore the best allocation for me is somewhere in the range of 0% in stocks (Kelly analysis) or 90% in stocks (Buffett recommendation). Well that sure narrows it down :)

I go with Buffett, almost.
- Not quite so sure about American dominance going forward: have a portion in international stocks.
- Expect governments to inflate away some debt: very little in long and intermediate term bonds.
- Do have ibonds, but we can only buy a piffling amount ($20k/year).
- Been market timing/valuation timing a bit lately and have about 15% in cash.
- Majority in stocks (productive assets). If stocks drop 50% we will still be just fine.