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system
how to rebalance a passive portfolio if i speculate a war is coming?
user
normally, in a war everybody suffers and the entire economy goes down. military contractors do better than average, but the average sucks. the way to take advantage of knowing a war is coming is to leave as soon as possible. there are strategic materials that can become valuable in a war, but such investments are generally very specialized and not something an ordinary investor would be in a position to exploit.  the most profitable businesses in war are food, oil, and ammunition.
assistant