Dark Money Millionaires Portfolio Update for August 12
Few investors seem to realize just how much the U.S. economy has been influenced by an epic amount of fiscal stimulus in the past year. If the economy experiences a fiscal hangover in 2022 due to more moderate fiscal injections, and job growth slows, the Fed will probably abandon plans to taper QE. A more dovish Fed would be good for most stocks, especially for weak dollar plays like gold and natural resources. For now, Dan gives guidance on the open positions in the portfolio.
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