Portfolio Review 1Q21

Portfolio Review 1Q21

This was a difficult quarter for us, with overvalued stocks and sectors becoming even more overvalued, while gold unexpectedly languished. With many economies around the world beginning to re-open, and with central banks continuing to provide more-than sufficient liquidity, we expect equities to continue to move up, while gold should catch a bid soon. We discuss both of these expectations below. This flood of new credit has other ramifications as well, though, beyond those on the market, and they are less positive in the long run. Finish reading here: Portfolio Review 2021 1Q

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