Gold is a dollar hedge and crisis insurance, so its outperformance year to date makes perfect sense. But I also understand the dangers of letting ideology creep into my investment process. Good investing means good risk management. Good risk management means staying emotionally detached. So, what do the cold, hard numbers say about gold?
The Freeport Society, since its inception, has tracked the intersection of two massive, world-changing megatrends. And today, top-rated investment analyst, tech visionary, and fellow basketball enthusiast Luke Lango breaks down the investment opportunity these merging megatrends presents.
It looks like we may have already seen “peak trade war.” Tensions between the U.S. and China are easing. Yet gold – which has served well as a crisis hedge this year – is still hugging all-time highs. So, what’s next for the barbaric relic?
Despite the market chaos following the ebbs and flows of Trump’s trade war, technological progress continues at an intense pace. In fact, as America works to reshore more manufacturing, technological progress will become critical…. the rollout of AI in particular. Here’s a stock to consider to get in on this trend.
Out of 44 rare earth metals, China is the leading supplier of 30. The U.S. depends entirely on imports for 12 of these metals. It sources more than half of its needed supply for the other 28. This means U.S. military security is in the hands of Chinese mining companies. That’s a major problem. But if you know where to look, it also means a potentially massive opportunity for investors.
Earlier this year, TradeSmith launched a wildly successful tool that looks at seasonality patterns on stocks. It tells you the best time to buy and sell stocks based on decades of seasonality patterns. Now Keith and his team have released a revolutionary market forecasting system driven by AI.
Along with stocks, bonds, the dollar, most cryptocurrencies are circling as the trade war snuffs out animal spirits. There’s one exception: Bitcoin. That’s because a dollar crisis is looming. And Bitcoin – along with gold – is emerging as a viable dollar hedge. That does not mean I’m bullish on crypto in general. Let’s explore why.
Trump’s threat to fire Powell before his term is up next year was enough to send stocks into a tailspin today. But not everything has been going down. Gold – a traditional safe haven and hedge against dollar debasement – shot up about 3% to hit an all-time high of $3,421 an ounce. What is going on here?
Tariffs were the centerpiece of the Trump administration’s economic plan. And they are the biggest challenge to the world economy since the Covid hysteria. Yet, nobody seems to know what the plan is. What is the idea? Even the “why” of it is still not settled.
With the market still reeling from the trade war, bargains are already starting to present themselves. But where does it make sense to look for those prime “Easter eggs”? As Brian Hunt will explain, you’re not going to find that gem of a stock that can return 100 times your money by looking in the same places as everyone else.
