$GLD - Gold rising as store of value alternative to treasuries, especially after Russia sanctions showed sovereign bonds can be seized. Central banks shifting reserves to gold.
$SPY - US equities will continue outperforming global markets due to superior market structure, deepest capital markets, and dollar strength driving capital flows to US assets.
$STABLES - Stablecoins poised for massive growth from $300B to potentially $3-10 trillion as US embraces them as geopolitical tool to extend dollar dominance globally.
$DXY - Dollar will rise versus other fiat currencies as global debt problems force other countries to print more while dollar remains best of worst options.
Bearish:
$EFA - International equities will underperform US markets due to structural problems in Europe and China, including debt deflation and defense spending burdens.
$TLT - Long-term treasuries will decline as sovereign debt crisis unfolds with rising rates causing bond rejection and central banks shifting to alternative stores of value.