Highlights:
-Jim has believed for the last year that inflation is not transitory, and this has turned out to be very accurate
-The Fed is shifting policy so that financial conditions tighten; they will need to push the stock market down
-In 2018, when the Fed shrunk its balance sheet, the S&P struggled
-Uranium has the potential to run for a while and move towards 31
-Is the opportunity in gold gone? Jim thinks that it is going to rally above 2070
-Inflation is going to temper over the next few months, which may take some of the wind out of the gold sales

Useful Links:
Financial Survival Network
Macro Tides

Direct download: Jim_Welsh_12.Apr.22.mp3
Category:general -- posted at: 8:00am EDT

1



-->

Syndication

Categories

Archives

April 2022
S M T W T F S
     
          1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30