May. 23 at 1:46 AM
$RIO $SBSW $SILJ $GSM $GDX
Many who have followed me or seen my posts since 2018 or so, know that I haven’t stopped being a commodities bull.
I haven’t wavered and still see tremendous gains coming in the commodities complex. The increases we’ve seen is nothing compared to what’s coming.
Technology is a debt driven bubble now.
It’s nearing its end.
I’ve personally reduced my technology down to 1.5% portfolio weight and will be to zero soon.
I will remain overweight miners/energy/fixed income and food producers.
The value of the USD is going to get hammered the next 5-10 years.
Oil
$100 will be cheap.
Gold
$6,000👉
$8,000👉
$10,000
Silver
$300
Natural gas
$6👉
$8👉
$10+
Platinum
$3,000 👉
$5,000+
I could keep listing.
It’s not that the assets will increase.
It’s the simple fact that the USD is eroding.
Fiat currencies are trash.
Physical assets are king.
Without minerals/metals technology doesn’t exist.
Just know, “The Big Ugly” will slaughter technology tickers soon.
