Apr 14, 2022
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