| Here again, we talked about the increasingly troubled macro setup…an overdue, broader correction for stock markets knocking at the door…the inadequacies still of U.S. (and Canadian) moves to reinvigorate energy and mining…and MORE.
But I also advised — as mentioned above here — that investors should be taking the present unfolding opportunity to look for metals and energy stories alike that still are good long-term bets, especially as many good stories have been caught up in recent profit-taking.
I held forth on my top commodity story for 2026 (I’ll give you three guesses; the first two don’t count!) … why (notwithstanding the present consolidation/correction) gold still has a bright future … why fossil fuels won’t be overlooked much longer … and LOTS MORE!
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Ultimately, my job is to HELP YOU better understand our world and become a more wise and consistent investor.
Whether we’re talking about tech stocks…cryptos…A.I. (I love that below graphic!)…or even gold recently, being too “religious” is never a good thing.
Times like this with so many risks and cross currents–together with opportunities–are when the wise embrace the necessary exercise of proper portfolio management/asset allocation.
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