Mining Sector Ideas

[gfp927z]

Bigworld, >> McAlvany <<

They make some great points, and are smart guys, but because their investment niche is focused on hard assets, that will make for an anti stock market bias (perma-bear). Rickards and Schiff have a similar bias since their book sales / newsletters are all geared toward the hard asset side. Hard asset advisors have made accurate calls on the metals, but for decades have missed out on the long term uptrend in stocks.

I figure having some exposure to all asset classes makes sense. Increasing the hard asset side seems logical considering the growing debt bomb, but none of us can predict the exact timing of the eventual debt unraveling. The trend is clear though, and the debt bomb is approaching, but will it be in 3, 5, 10 years? I figure we're in deep trouble in ~ 5 years (debt hits $50 tril), but just a guess, and the day of reckoning could be delayed.

Fwiw, I have a 50% allocation in a 3-4 year Treasury ladder, but will need to gradually increase the hard asset side as these mature over the next few years. The choices would be metals, real estate / land, natural resource plays, etc. Since the Fedsters will be moving toward their CBDC (by using crypto expansion to build out the plumbing), that could be another area for investors to target for diversification (?) But once the gold-linked BRICS currency is fully established, that could become the preferred destination for money flows, leading to a mass exodus out of dollars and US Treasuries. Another factor is whether Trump's tariffs and US-centric actions will merely chase countries further away, and hasten the global de-dollarization process? Lots of unknowns, and the future of the US hangs in the balance.


https://mcalvany.com/weekly-commentary/trump-breaking-bad-to-remake-good/



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