Asset Allocation

Gold’s value is not determined by world events, political turmoil, or industrial demand. The only thing that you need to know in order to understand and appreciate gold for what it is, is to know and understand what is happening to the U.S. dollar. Gold is priced in U.S. dollars and since the U.S. dollar is in a state of perpetual decline, the U.S. dollar price of gold will continue to rise over time.

The future price of gold is very much dependent upon the reactions of governments and central banks regarding the current deflationary forces. $3,000 - $5,000 per ounce is quite possible at some time in 2020 – 2022, if not sooner.

Owning each of the 5 ancillary partner stocks discussed above would only cost $737.67, in total, today, compared to $7,476.69 for the FAANG stocks, allowing an investor to get the same exposure to the category for 90% less dollars and, as such, the ability to build a more diversified portfolio.

Interested in investing in this rapidly expanding industry? This infographic highlights what you should know on the future of the plant-based food market.

From my perspective, true diversification is more than just a balance of conventional investments spanning cash, equities and fixed income. There’s a vast universe of alternative investments out there that may suit your risk profile and are worthy of a closer look. Let’s discuss.

Tax-loss selling last year began in earnest on November 7th in 2018 with the various marijuana indices dropping 40%, on average, by the end of 2018 before increasing by 50% by the end of January, 2019. This article examines the prospect for such a swing in pot stock prices this year.

Which index out-performed in September, the munKNEE Pure-Play Marijuana-Based Drug Stocks Index or the munKNEE Pure-Play Psychedelic Compounds-Based Drug Stocks Index.? This article has the answer.

Here's a definition of precisely what constitutes a melt-up: “A melt-up is a sustained and often unexpected improvement in the investment performance of an asset or asset class, driven partly by a stampede of investors who don’t want to miss out on its rise, rather than by fundamental improvements in the economy.“

This article compares the returns of gold stocks and gold bullion in bull markets and explains how gold stocks outperform thanks to profit expansion, and shows why there might be more upside for gold miners to come.

Now that stimulus is poised to start being reduced we can expect a choppy stock market to emerge imminently, if it hasn't already. Here's about where we stand now.