This is perhaps the most important interview of the year on economics and investment management with Lacy Hunt:

http://www.zerohedge.com/print/502633

It's short and sweet. For more detail read these others below.

Read brooks by Gary Shilling and Roger Bootle, and read Marc Faber's recent interviews. All available with a decent search engine or Amazon.
Despite the major pullback in 30 year Treasury strips earlier this year, I hung in there and added more. My three largest positions are those bonds, gold, and cash. For "Black Swan" tail risk coverage I've been buying some of the leveraged VIX ETFs on weakness. I also have some dopey Hussman HSGFX. May the Lord have mercy on him and his followers!

I was short hedged gold and gold stocks for a good while but have covered near 1180 gold and am nibbling at silver. The shiny gold and sparkling silver was never touched.

I hope to have more writing time soon.