In this article I will try to explain how I think regarding my investing philosophy as well as where I think the most alpha is “hidden” today. Setting the scene: 1 – Commodities – Dow Jones ratio: … So commodities are are basically at...
Continue reading » September 30, 2017 admin Gold, Gold & Silver Stocks, Horseman's Portfolio, Silver No Comment Note: Real rates are calculated by taking the rate of inflation and subtract interest rate. If real rates are negative, it means that your purchasing power declines even if you deposit your currency in a “savings” account. Precious metals love negative real rates because of...
Continue reading » March 19, 2017 admin Market Flash No Comment 
