Portfolio Update For June 2

As summer approaches, there remains lingering concerns about inflation during this reopening period, but they appear more muted to start off the month. Whereas we think prices for gasoline and other types of fuel will rise during the summer (as will precious metals and building and construction materials), we also think near-term price inflation offers opportunities. This bodes well for many of our current positions. For now, Dan gives guidance on all the open positions in the portfolio.

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Nomi Prins

Nomi Prins is a renowned journalist, author and speaker. Her latest book, Collusion: How Central Banks Rigged the World is an expose into the 2007-2008 financial crisis and how the influence of central bankers triggered a massive shift in the world order. Her last book, All the Presidents' Bankers, is a groundbreaking...

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