Bottom line: If MSFT continues to pussyfoot beneath $430 and to fall further from the ‘Hidden Pivot’ with each selloff, investors had better prepare to pack up in May and go away.
Gold has broken out, and Silver is in the process of breaking out just as storm clouds (stagflation) gather on the horizon. Fear of the 2008 Boogeyman is very strong, but if you think precious metals will get hit, you are misreading the situation.
The People’s Bank of China has added gold to its reserves for 16 straight months, adding over 300 tons of gold to its stash since it resumed reporting gold purchases in October 2022.
Risk-adjusted return and the set of investments we pursue can be optimized by blending best-of-class alternatives with a dividend growth equity portfolio.
Regulators will make any decision in a crisis environment, even unexpected and bizarre ones, which may often benefit their position rather than those whom they are designed to protect.
Central bankers are slowly coming to the realization that things are in worse shape than they had appreciated. Jerome Powell has admitted that inflation is not yet under control...
Markets are taking back the rewards they errantly gave under their gas-sniffing high after soft-talking Powell enabled them to believe in a Fed-fantasy March rate cut this year.
The opportunity will exist for nimble entrepreneurs and speculators to do well, even as most people’s standard of living drops. But the big question is: For how long will the societal trend that we’re now on continue going down?
