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Gold/Mining/Energy : The Great Gold and Silver Mining Rush of the 21st Century

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To: Valuepro who wrote (8803)9/4/2025 10:14:29 AM
From: Valuepro  Read Replies (1) of 9470
 
"Thoughts that interest rate cuts are even being discussed in times of persistent inflation. This makes it all the more clear that if the data turns out to be surprisingly strong (in Friday's jobs report), the euphoria could quickly evaporate and the markets could react negatively."

In autumn when the leaves fall...
pretiorates.substack.com

I think I've mentioned this here a few times in the last months. Inflation is not cooling and the markets are looking for cuts in interest rates? That's madness!

It also reminds us that in the history of stock markets in the US, we have been higher for longer than ever in history without a serious correction. History also suggests that the longer an economy expands without a meaningful correction, the deeper the subsequent correction will be be.

Keep these thoughts in mind as you manage your portfolios over the next little while.
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