even more outlook 2018

Buy:
- UK
- GBP
- Japan
- Europe
- defense ETF ITA
- mining commodities
- zinc as predictor
- slv, copper


Risks:
- US midterms 2018
- US elections 2020
- indexing bubble

more outlook 2018

2018 places to invest:
- small cap value
- precious metals
- Asia tech
- EM

Risks in 2018:
-ECB liquidity pullback 2018 sep
- Catalonia exit
- Fed rate rise more than expected