Markets: Watching And Buying

My main point is that the reflation/inflation trade is a basket of asset classes from small cap value to silver miners. If I had to commit capital today - I would want to own the entire basket, but perhaps be quicker to fully invest cash on the precious metals side than small value. In the long run little of this matters to real investors.

My only caveat is that historically gold has been a very poor investment and only works in times of political upheaval and unexpected inflation. And to those that think they really know the gold trade - you don’t.

Everyone has a theory based on the past. And never have we been in the current situation of central bank money printing.

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