This post appeared Tuesday on RealMoney . Click here for a free trial, and enjoy incisive commentary all day, every day.There will always be money. It will always look for a home. If our budget deficit explodes and taxes overwhelm us because of Medicare, the money that's left -- and there will be some -- will seek that home. Perhaps we will be like the Argentines and Brazilians in the1980s who sent their money here. Perhaps it will be like the Americans in the 1920s who sent their money to Paris because it was fiscally the most conservative with the fastest-rallying stock market. Perhaps it will be in real estate or gold because people sense chaos, and the former (if high end) holds value and the latter is eternal because people believe in it. Always. Or it could just go to Australia and Canada, two countries with wealthier populaces that don't drain the treasury. Or it could just go to Altria ( MO), Kinder Morgan Partners ( KMP) and Dominion ( D). I hear the bulls talking about industrial production, driven by autos and China, and I hear the bears talking about Nancy Pelosi and the desire to sneak legislation through a process that is meant to check legislation so the minority isn't disenfranchised. Remember, I think the latter wins. Which means all of those alternatives make more sense to me. You have a Canadian bank yielding 4% with growth prospects and you have a U.S. bank yielding next to nothing with growth prospects hanging on Congress' every word. Well, you get the picture. Thirty percent foreign is not too much if the agenda passes. Ten percent gold is not too much. Ten percent in natural resource stocks that benefit from Chinese growth. The rest in some cash, some higher-dividend yielding stocks and a handful -- 15%? -- in the fast Internet/smartphone/cloud computing game. That will about do it.