So, what would you do?

The past decade or so has taught us all that anything can happen. The global economy is supposed to be volatile; but it is being driven forward by consumer spending which if you look closely, is being driven almost entirely by credit. As this is happening, there is a return of 100%+ mortgages as house prices rise rapidly in most areas of the US and Europe, even though in the background credit defaults are growing rapidly. Gas prices remain low but Russia is backing anti-fracking groups in North America and Europe to help reverse this trend. Oil prices remain stable