Quantitative easing has brought upon markets an insatiable demand for financial assets.
Companies have been taking advantage of the relentless bid with record debt-issuance
You know, I am in that Bearish camp and thus, I refuse to play the 'greater-fool' equity casino.
However, I have my eyes elsewhere. Quietly, in the shadows we see the soft commodities making progress.
However, no trend lasts forever. As the treasury pool shrinks, equity valuations get stretched to unfathomable extremes, sooner or later sentiment will change once again in favor of real assets.
The gold & silver markets have been on fire this year. I believe this is a crucial first step towards a more pervasive bid in commodities.
Not many people have their eye on agriculture yet & that's what I look for.
Beat the crowd, plant some seeds and watch them grow. This Bull-Market is in it's early innings!