Craig Hemke – Commodities and Precious Metals Value Investors Should Focus On The Long Game
Craig Hemke, Founder and Editor of TF Metals Report, joins us to take a step back from the short-term market gyrations in the precious metals and commodities sector, and urges value investors to focus on the long game in their investing goals. We review that so often, investors that see the value mismatch in resource stocks can position early, when sectors are unloved, and then experience rapid re-ratings in pricing, as different supply/demand trends play out, if they are not throw off course by short-term blips and data points.
We reviewed what Fed member Bill Dudley mentioned this week about the central bank getting more aggressive in attempts to restrain inflation, by tamping down the gains in the general stock markets. This obviously impacts the perceived “wealth effect” that investors have based on general equities near all-time highs, and is another big picture indicator of how central bank policy is using reactionary blunt policy measures to try and catch up to trends that are already far out of balance. The markets moving into a period of time where they may remain muted and under pressure, ties in with the cyclical rotations from a general equities rollover and into a commodities