How does the recent rotation trade impact commodities from PMs to base metals to battery metals?

November 17, 2020

Sean Brodrick joins me to share his outlook for the current rotation trade driven by the recent vaccine news impacts different commodity sectors. We look at base metals, battery metals, and precious metals as well as a couple other areas Sean is adding to the portfolio.

    Nov 17, 2020 17:14 PM

    Pento forecast for silver:

    Nov 17, 2020 17:50 PM

    The death of main street retail will impact commodities….

    Unemployment of retail workers will impact economy.

    Nov 17, 2020 17:55 PM

    US sanctions affecting China, but will Biden change policies?

    Nov 17, 2020 17:11 PM

    Major Chinese electric car producer is NIO (Nio, Inc.) I do not own shares in the company, because of my dislike for China moral values, but it has cost me.

    Nov 17, 2020 17:23 PM

    Gary Gensler’s name popped up for possible appointment to SEC. How could they consider a former Goldman partner after he about ruined the CFTC. I complained. Hopefully it matters.

      Nov 17, 2020 17:58 PM

      Gensler’s the guy that Ted Butler foolishly thought would run the CFTC honestly.

        Nov 18, 2020 18:13 AM

        The cabal are destroying the miners, over and over. I’m beginning to doubt we will ever see “the giant bubble” in PMs that Moriarty’s talking about. There’s a substantial risk that GDX will breach the $32 to the downside.

          Nov 18, 2020 18:58 AM

          Noreal can you just source an article or website discussing this?

          Nov 18, 2020 18:45 AM

          A good fork support is holding today but if it breaks, we have the 200 day MA supports not far below…

            Nov 18, 2020 18:53 AM

            After that, there’s support under just 34 and 31…

            Nov 18, 2020 18:59 AM

            Matthew, whichever way you look, it doesn’t look good for the PM sector. I have had my miners for 10-11 years and they have gone nowhere

            Nov 18, 2020 18:19 AM

            Norrareal1968, I disagree. They are going much higher and probably soon. Corrections are ALWAYS bad in this sector and for good, non-nefarious reasons so it must be traded. Opportunity must be seized. Despite the current 3 month correction and many mistakes along the way, I am still up more than 9-fold overall since the 2015/16 lows.

            Any asset class that often delivers “ten-baggers” will also return 90% declines. That’s why so many newsletter writers remind their subscribers to only invest what they can afford to lose and not an amount that would cause them to lose sleep. “Buy and hold” can work for days/weeks or even months sometimes but is a recipe for disaster beyond that unless you bought the very bottom of a bear market. But even then, it’s not ideal.

            Nov 18, 2020 18:39 AM

            Matthew, as I wrote earlier when I first joined the boards here, I am no trader. Since 2007-2009, I’m up almost 3 fold on my physical gold investment, up 30% on my silver. 1/6 of my PM portfolio is in miners for which, acting upon Jim Sinclair’s advice I took hold of possesion in certificates. Unfortuntely, I bought these close to their respective top.

            Nov 18, 2020 18:45 AM

            Matthew, all I’m saying I wish I bought more physical gold instead of the miners

            Nov 18, 2020 18:04 AM

            I used to hold about one-third of my shares in certificate form but I redeposited them after the crash of 2008. With that liquidity squeeze out of the way, I “knew” the Fed would print any amount necessary to avoid a repeat. The coming problems will be different even if worse in some ways.
            The miners are at the opposite end of the risk spectrum from the metals, that’s for sure.

    Nov 18, 2020 18:52 AM

    Riverside samples 48.3 g/t Au over 0.75 m at Cecilia

    2020-11-18 09:46 ET – News Release
    Mr. John-Mark Staude reports

    Nov 18, 2020 18:02 AM

    vaccine vaccine vaccine…vaccine news…oh boy…common children, they saved us again from non-demic plandemic…….”V” for Vendetta review in order……..lmao…i know how the movie ends…lmao