We are looking at a pretty dark winter in terms of any kind of economic activity.
One of the reasons we focus on gold is that gold is going to be a major beneficiary of the situation.
Governments are printing endless amounts of debt in terms of US dollars, thereby reducing the value of each dollar.This is a generational crisis, but it is also a generational opportunity. Looking for a portfolio of ideas like this one? Members of Mean Reversion Trading get exclusive access to our model portfolio. Get started today » Fundamentals We are looking at a pretty dark winter in terms of any kind of economic activity. Curfews are starting in California. New York schools are closed. It feels again like the first time in March when we were first hit by the pandemic. The markets reacted tremendously, dropping more than 1,000 points. The fundamentals appear to mirror […]
November 22, 2020 (updated November 22, 2020) Published by StockMan