Monday, August 24, 2020

We are moving straight into Socialism. Im afraid this will be negative for the US Dollar.


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Topics discussed include

-Some stocks have languished. Investors should look at stocks that are depressed. If you had an index of mom and pop stores, it would look disastrous. 

-Recovery inequities in the US have been concentrated in FAANG stocks. Recovery in US markets not representative of the entire market. 

-Gold and Silver has done better than any equities this year. 

-Commodities were in a bear market for around 20 years. After 2011, commodities did not perform well till around 2015. 

-Agricultural and industrial commodities are very depressed. If Central banks print money, purchasing power will diminish. Between 2009 to now, US stocks have performed very well. Emerging markets including India will begin to outperform US markets. 

-Do not think the outperformance of US markets will continue. Banks that ave under-performed globally look attractive