In light of ongoing research and continued assessment of our model portfolio and its holdings, I have undertaken some significant portfolio changes at the end of this week (29/11/2024) resulting in a bunch of trades. Rather than bombard you with a series of separate emails for each trade, I have...
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The fact that gold is at an all time high price, up 78% over the last 5 years, and 45% in the last year alone, is a reminder of the power of saving in physical gold. Silver over the same period is up 83% (5 years) and 51% (1 year)...
Having just warned of an upcoming correction in the markets in our most recent post, the past week has indeed started to see the markets rolling over amid a wave of selling and rising volatility. Therefore, it is a timely moment to take stock of what stock positions I would...
We are now approaching the point in the credit cycle where interest rates will be cut in response to the slowdown in economic data (employment & inflation). Chief of the Federal Reserve, Jerome Powell has indeed now signaled that the cut will come in September. The US government bond yield...
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Precious Metals Breaking Out! We are in the first week of March now and gold is indicating a significant monthly breakout of a trend line that goes all the way back to 2011. If we close the month firmly above this line then the start of the next leg of...
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Precious Metals Breakout! As anticipated in our recent commentary and following our topping up of precious metals miner positions last month, the precious metals have finally broken to the upside on a monthly-close basis, with encouragingly little hype or mainstream media attention. If you have been following my updates, you...
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