General Stock Ideas

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Rickards says Andrew Cuomo could be the Dem nominee for President, instead of Biden (link below, at very end of interview). He said the Dems can force a 2nd ballot, using the 'Super-delegates' and other tricks, and then nominate anyone they want, and they'll pick Cuomo (Governor of NY) -

Cuomo seems like a pretty tough cookie -

Rickards is also using the 1929 analogy as to what to expect from the virus crisis, but said there are still too many unknowns. He is sticking with his 10% gold allocation for gold (I thought he might have raised it higher, but apparently not). He said when people lose faith in the dollar they will put money into hard assets - a house, land, commercial real estate, gold.