Strategic Intelligence August Portfolio Update
It makes sense to buy stocks that have risen far ahead of fundamentals because stocks will just keep rising in terms of the increasingly questionable U.S. dollar. However, we think precious metals are a far superior hedge against a dollar collapse.
If stocks that are total garbage from a fundamental standpoint can launch into near-vertical rallies, then we’re in an environment when you want to maintain a core position in precious metals while taking some tactical profits along the way. That’s what we have been doing with our portfolio. For now, read on as Dan gives guidance on all our open positions.