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Investment Advice- A Macro Theme (June, 2020)

Updated: Jul 1, 2022

Seldom do I give investment advice. But when I do publicly, it has been timely and often "moves the needle." My advice now takes the form of a long-term macro trend that is just getting started.


I submitted this article on April 30, 2020. Since then the US dollar has been dropping and gold (and silver) have been skyrocketing. The other themes I believe are just a matter of time before coming to fruition.


Please enjoy the article PDF at the bottom of this blog entry.


I will respond to all comments.






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