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Gold Outlook Report 2023
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Mar 3, 2026 / Dave DeCamp
Trump Considers Backing Kurdish Militants Against Iranian Government
President Trump is open to backing militant groups who are willing to fight the Iranian government, The Wall Street Journal reported on Tuesday. Among the groups Trump is considering supporting are Kurdish forces based in Iraq, who have thousands of troops along the Iran-Iraq border, an idea first raised by Israeli President Benjamin Netanyahu during […]
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Jan 17, 2023 / Charles Poliquin
Train your brain with Charles Poliquin
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The Weak Dollar Narrative
The Weak Dollar Narrative
Authored by Lance Roberts via RealInvestmentAdvice.com,
We have spent a lot of time over the last year debunking “narratives,” which are dangerous to investors, as “narratives” create a rationalization for overpaying for assets. Nonetheless, Wall Street loves a simple story and is happy to jump on a trend with momentum, selling products to unwitting consumers. A good example of that lately has been the “weak dollar” narrative, which has pushed investors to chase foreign assets. The negative correlation between a weak dollar and rising international stock exposure appears to be a free return. Unsurprisingly, the...
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