Stocks bottomed.
Month: July 2022
Fed Pivot
Nordstream natural gas flows down to 20%
Gold and silver premiums
Premiums are out of whack.
Euro Crash
The euro crash hasn’t even started yet.
Equity Allocation Vs. Stock Returns
Construction Activity Vs. Home Prices
Unlimited Bond Buying: ECB vs FED
Charles Nenner on Commodities
Nenner says commodities will go up in the coming year starting from November 2022.
Base metals will be weak.
Wheat is bottoming out in August.
Gold has weakness and will start going up by the end of the year.
Silver is going nowhere for two years.
Oil is going down.
Natural gas going down until October 2022.