Agressive Tightening Cycle
Agressive Tightening Cycle Dear Investors. The market, or should we say all markets seem to be digesting information. There is an abundance, if not excessive, from endless sources nowadays. This lends itself to paralysis when investors should be building their holdings. Supply deficits over the next couple of years will create opportunities for long-term investors. You must keep in mind that for the real impact to filter into the financial system takes time. In most cases, we have read about it, but the beginning of true shortages is still working its way down the pipeline. Next Wednesday, the Fed is expected to raise interest rates by 50 basis points. In the last aggressive tightening cycle, almost immediately, gold bottomed and marked the start of a multi-year strong bull market. Short-term: Headlines are your buying opportunities. Long-term: Fundamentals are your guide. Much success to all. ...