Are you ready for a financial shake-up? According to experts like Tavi Costa and Howard Marks, the signs are pointing to a major shift in the investing world. With inflation on the rise and central banks pumping money into the economy, owning hard assets like gold and commodities could be the way to go.
Howard Marks, a billionaire investor, is loading up his portfolio with energy and commodity companies, signaling a move away from traditional investments. Meanwhile, China is ramping up its gold production and reducing its exposure to the dollar, which could have significant implications for global markets.
But amidst these warnings, there’s a concerning trend: financial stress levels are at their lowest since 2007, even lower than during the liquidity surge of 2020 and 2021. This could be a calm before the storm, signaling potential trouble ahead.
In times like these, it’s essential to be prepared. With inflation expected to persist, considering investments in assets like gold could provide a hedge against economic uncertainty. After all, history shows that when it comes to financial stability, it’s better to be safe than sorry.
Yes indeed — easing monetary conditions with inflation re-accelerating *and* relentless inflationary deficit spending, with no end in sight — it's quite an inflationary combination.
Source: CBO pic.twitter.com/woNjf3F7hE— David Sommers (@dgsommersmkts) March 20, 2024
China is focused on gold production.
They are acquiring assets all over the world to expand this objective.
They produce the most gold on the planet and are the biggest consumers.
They are reducing exposure on the dollar.
Everything is in front of you.
Look.
— Gold Telegraph ⚡ (@GoldTelegraph_) March 22, 2024
Ummm, this is a BIG red flag🚨- financial stress plunged last week to lowest level since Jun '07; we're at a lower reading than when interest rates were nearly zero during '20 and '21 and the whole system was awash w/ an extra $2.5 trillion in liquidity; calm before the storm… pic.twitter.com/OH8pQLNGvQ
— E.J. Antoni, Ph.D. (@RealEJAntoni) March 22, 2024
Inflation will continue – prepare accordingly… https://t.co/xxLIOQGEK6
— E.J. Antoni, Ph.D. (@RealEJAntoni) March 22, 2024
In Gold terms, stocks are at their 1971 level when the U.S. got off the Gold standard pic.twitter.com/MuveRTuVhp
— Win Smart, CFA (@WinfieldSmart) March 22, 2024