“Fed is tightening into weakness and will eventually over-tighten and cause a recession”
“More inflation and a weaker dollar” is “the perfect environment for gold”
Geopolitical shocks will return when least expected and gold will soar in flight to safety
The Fed raised rates yesterday, as I predicted months ago. I don’t say this to pat myself on the back.
The point is, I use a rigorous scientific method to analyze and predict markets. I don’t guess or take positions just to get attention. I constantly apply new data to test my original hypothesis. If the data confirms my hypothesis, I stick with it. If the data conflicts with it, I step back and re-evaluate. You have to stay nimble.
I’m a big critic of the Fed

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