The inflation trade, commodities and cannabis stocks

May 11, 2021

Sean Brodrick joins me for a discussion on the inflation trade that has been driving a wide range of markets. We start with the broad averages and the general pullback underway. Next is the commodity sector and comments on the run in base metals and rebound in gold. Finally comments on the cannabis stocks which have rebound last month after a pullback. Sean shares where he is seeing opportunity.

    May 11, 2021 11:37 PM

    Um, where is everybody? So, lemme get this right: Obiden kills the Keystone Pipeline. Gas prices go up. Better for green knew deal. Then, Russia wants even higher petroleum prices, so they sabotage our other pipeline. Now we line up for gas, like perfect stupid idiots. Flashback to early seventies, when the sexual revolution was in its pre-herpies, preAIDS infacncy. What could possibly go wrong????

    May 11, 2021 11:57 PM

    Wait, on count of three: everyone hold The United States line. Obama is preparing to wave his magic wand to create economic growth

      May 12, 2021 12:00 AM

      Quicker to go to JP Morgan…eliminates all middlemen