Good day, everyone!
The markets have been nothing short of pure insanity in recent weeks. We’re setting new records nearly every day as money flows in at unprecedented rates. Nearly everyone is looking for stimulus to be passed before Christmas. And so far, the markets have had little reason to turn back despite its inflated valuations.
One of the few contrary corners of the market has been gold. But it’s important to keep in mind that money flowing out from gold ETFs aren’t all bad. With the pandemic poised still raging and growing appetite for more stimulus, the stage is being set for another run higher.
All of this means good things for our featured companies. In fact, I’m taking advantage of this opportunity to make some changes in the portfolio….