A Story About Japan, the U.S. Dollar, & Gold

Investors woke up to a major macro surprise Tuesday morning when the Bank of Japan announced a de-facto rate hike by allowing the yield on their 10-Year Treasury to reach .50%. Although the Bank of Japan (BOJ) didn’t actually raise rates, the net result is the same. What the BOJ did was allow the 10-Year…

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We Are Facing a Period of Incredible Change

As we’ve outlined previously, we’re in a period of incredible change.   Disinflation has been replaced with inflation. Interest rates are now rising, ceasing a 40-year trend in falling rates. The Fed is now removing liquidity from the economy which could push us over the edge into a recession.  These shifts are significant and will continue…

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The Most Important Story in Finance No One Is Talking About

The most profound seismic shift in the global monetary bedrock in decades is happening right now, right before our very eyes… and no one seems to notice or care.  But eventually, they’ll have to.   As I’ve been warning investors, we are rapidly shifting into a new regime. Inflation is forcing the Fed’s policy hand in…

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Is Gold Finally Ready to Shine?

Last week, an ADAPT Weekly reader asked about my thoughts regarding investing in Gold… Not that my opinion is all that important – remember, the only thing that pays to watch is price. I’ll say it again: If you’re going to pay attention to anything, pay attention to price. So here’s the scoop… We’ve avoided…

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Copper Prices Soar to New High as Stockpiles Hit 47-Year Low

Copper is the cheat code for spotting improving global growth. The story goes, as goes demand for Copper, so too goes global economic growth. That’s because historically, Copper has been a great leading economic indicator critical to the global growth narrative. When Copper prices fall, it’s a sign that global growth is waning… But when…

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Is Gold Shining Again?

This week I’m going to circle back to an asset I wrote about in our February 22, 2021 edition of Adapt Weekly entitled “Will Gold Recover.” The crux of the article advised investors that Gold was an underperformer and should be avoided. And that’s what it did. It underperformed. From the Feb 22 publication until…

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Markets Are Messy – Here’s the Proof

Check out the charts below – where we compare Offense to Defense. This is a tool to do a quick check-in on the overall health and direction of the current market. Here, we compare the strength of the S&P 500 index – representing the asset class of U.S. Stocks (growth) to two defensive asset classes…

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Will Gold Recover?

Welcome to ADAPT Weekly – our weekly publication to investors seeking some of the most rewarding investment opportunities in the markets today. Through relative strength analysis, we uncover the strongest asset classes, sectors, and industry groups that are in uptrends and showing the potential for continued profits. As an investor, your success and profits are…

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You don’t win today’s game with yesterday’s home run

“You don’t win today’s game with yesterday’s home run”. -Babe Ruth Regardless of how successful your portfolio was or was not in 2020, it’s in the books. It’s over; time to move on. So rather than spending considerable time and energy talking about 2020, today, I’m going to share what I’m seeing right now. I’m…

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