The Worm Begins to Turn for Unloved Sectors

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Turning Hard Times into Good Times

Business


David McAlvany, Michael Oliver & Nick Appleyard return. Michael has turned decidedly bullish on commodities and bearish on the dollar, even as out of control rising interest rates appear visible in the side view mirror. In sync, David recently opined that “the worm is beginning to turn for unloved sectors,” notably copper and energy. What fundamentals does he see to convince him that the sun will shine on sleepy commodities? How might strife in the Middle East and trade issues with China impact global markets? And what impact may they have on commodities, monetary metals and interest rate markets? What impact might Fed money pumping into the system via the Repo markets play globally as foreign nations are pulling out of the U.S. Treasury markets & U.S. deficits run further out of control? Nick will talk about progress being made by Tristar Gold on its Brazilian gold mining project and we will seek Michael’s latest proprietary views on the markets we care most about.