Posts by Tracey
The best bet for the 2020s is short tech, long commodities
Many commentators attribute these moves to rising interest rates… now magnified by fear that war in Ukraine will disrupt supplies.
Read MoreIs Gold on Schedule to Catch Inflation Train?
Gold’s resilience suggests the Fed might have a tough time in its battle with inflation.
Read MoreResource Equities: Inflation Protection Trading at a Discount
During inflationary periods, resource equities have grown purchasing power.
Read MoreCommodity Prices Soar – Miners Aren’t Investing
Despite a commodity boom that is boosting profits, miners aren’t throwing cash at new projects, raising concerns about future shortages of some metals.
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