>>4561
Gold = LONG!
Oil = SHORT; there is demand destruction going on due to tariffs -> consumer recession. Even if fiscal injections do occur, they will flow first into gold.
US stocks = NEUTRAL; some sectors might benefit from liquidity injections, but earnings are going to be lower due to tariff effects on international sales. Don't short, don't long, just avoid US stocks.
Foreign stocks = VARIES, depending on ability to cope with tariffs. Some countries have adapted well and found alternative markets for goods--- i'm talking about stock markets like Spain ($EWP) and India ($INDA).
Long-term Bonds = Too Risky
Short-term Bonds = Decent low-volatility returns, buy some. ($BIL, $SHV).