DISCLAIMER: Never this is any advise or suggestion to buy or sell any asset. This is just what I think about this and that and I am not reliable for any actions you take or not after you have read it or not.

Yesterday we spoke about a rather un-attractive way to spend your money -- lets have a look on the bright side of life, as you should always do.

I always suggest to go for tangible assets with a serious part -- and here, make a careful selection: buy what you like, buy what you love! Buy it, touch it, use it, preserve the art condensed in it, carry it to the next generation and try to share your enthusiasm for it with someone -- you will get a kind of return that is not comparable to money. Guaranteed, take my word.

But you cannot put all eggs in there, of course. In the last days the stock market was all shook up and there seem to be some pearls rather cheap, compared to what you get from government bonds: there is no problem achieving a three percent plus dividend yield in major blue chips and that is a close to four percent above European government bonds -- WOW! I mean, look at all the base material suppliers, oil companies, miners, for example:

Rio Tinto: USD44, 8% Dividiend Yield
BHP: USD36, 6%
Exxon: USD42, 8%
BP: USD25, 9%

I know the counter-argument for these, and as for now, it seems like the economic adjustment processes will be rather huuuge, but I also can see some sustainable value here.

DISCLAIMER: Never this is any advise or suggestion to buy or sell any asset. This is just what I think about this and that and I am not reliable for any actions you take or not after you have read it or not.