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as's avatar

ok, still not get it. If there is a threat of inflation why commodities are not going up, for example commodities stocks? Why they are going down then?

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Brook’s Golden State Of Mind's avatar

Inflation is the expansion of the money supply by the Fed .

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as's avatar

So commodities should go down during inflation fears caused by FED expansion of money supply?

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W8878788766565's avatar

I was listening podcast by pento. He said if the rate of inflation is high but growth is higher than stocks will do better not gold

but if the rate of growth is lower than inflation then gold shines along with commodities also.

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W8878788766565's avatar

he has started buying gold miners and gold now. He is accumulating

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Brook’s Golden State Of Mind's avatar

Yeah let’s hold our vision!

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Brook’s Golden State Of Mind's avatar

Please put his link on here again so I can follow.

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as's avatar

I bought lots of gold in 2008. Not buying anymore. Just Greg is saying that market is going down because of inflation threat. I am thinking that the opposite. Market is expecting that we passed peak of inflation or we are close. That's why commodities are falling. Dollar is getting stronger, Bonds are low etc..

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W8878788766565's avatar

i bought a few leaps on SILJ on Friday

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Brook’s Golden State Of Mind's avatar

I’m not sure because even the best of the best investors are scratching their heads trying to figure out which move to make.

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as's avatar

There are class of assets that are making great during inflation. Commodities are one of them...

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