MIDAS January Portfolio Update
The breakeven inflation rate has been rising steadily because investors are expecting plenty of inflation over the next decade – even if we see scant “official” inflation in the near term. Since Jim expects stimulus programs to stimulate inflation, and not real economic growth, the TIPS market and the gold market should benefit. For now, Dan updates the latest developments for all our open positions in the portfolio.
You Must Be A Subscriber To View This Content.
If you are already a subscriber, click the login button below to get access. Not yet a subscriber? Checkout our publication below and get access today!