Wealthion
Eventually, something in the financial system is going to crack due to high rates.
Gold will reach a price of at least $17,000, with $17,000 serving as a floor.
Global macro developments will start to flow through and hit the stock market.
AI is the most important factor for financial markets right now.
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Oil is a less significant trade compared to AI for financial markets.
The demolition of the purchasing power of the currency is virtually inevitable.
Supply disruption is not only continuing but will continue for a while longer.
If oil and energy prices and interest rates continue to go up, there could be future rate hikes.
Sovereign yields around the world, including the US, will continue to go higher.
It's a worst-case scenario for inflation to keep going up.
Crude oil, after peaking, will usually go down as it is its own worst enemy.
The global liquidity cycle is beginning to turn lower in momentum.
The era of Pax Americana is coming to a close, highlighted by the ongoing de-dollarization trend.
The belief that a great famine is coming due to fertilizer shortages is completely false.
A global food shortage will not occur due to current disruptions.
Current high rates will be a drag for corporations.
High interest rates are going to start to really hurt.
Investors should exercise much more caution in financial markets.
Investors should consider taking long positions in assets related to AI energy infrastructure.
Energy infrastructure will be the single biggest theme around AI.
The world is going to need a lot more copper going forward.
The Western investor will come back to owning gold at some point in time.
There will be a reconnection of commodities versus the S&P 500 as the market bubble deflates.
Valuations in the general equity market are quite overvalued.
Gold's secular bull market will probably peak out at $6,000 to $7,000 an ounce.
The Fed and the government cannot afford to keep raising interest rates.
Corn and soybeans are starting to look interesting as investments.
Gold and silver are favorable investments, and we have been bullish on them for years.
The investment paradigm around gold stocks will begin to change.
The nominal price of gold will be bullish for the rest of the decade.