What are you investing in?

This is an open thread to discuss the question I (and others) continually receive many queries about. What does your portfolio look like? What is the long-term strategy? What are you diversifying into? What are you shorting? What are you bullish about? What economic analysis tools or methodologies do you use? Do you try to take advantage of cycles/booms/busts? Note: do not construe this as an official stance by the Mises Institute to buy or sell any securities.