El precio de las materias primas desbocado. Inflación galopante en camino.
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Y en la otra esquina del ring, Jerome Powell, Chair of the Federal Reserve. Uno ya no sabe a quién creer.
“You are seeing things in the capital markets that are a bit frothy. That’s a fact. I won’t say it has nothing to do with monetary policy, but it also has a tremendous amount to do with vaccination and reopening of the economy. Any increases in inflation are likely to be transitory and would ease after supply chain issues subside.”
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"Any increases in inflation are likely to be transitory and would ease after supply chain issues subside.”
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We believe it is the dawn of the Great Rotation where investors will be selling overvalued, long duration financial assets and buying undervalued hard assets, including scarce resource stocks with high near-term growth fundamentals. Rising inflation is the self-reinforcing catalyst.
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SBTV speaks with Tavi Costa, Partner and Portfolio Manager at Crescat Capital, about the cheapest metal on Earth - silver. Tavi believes the Great Rotation of global assets is coming and multiple factors are now aligned making precious metals extremely bullish.
(Minuto 33:00)
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“The boom in commodity prices is good news for the materials or the cyclical sectors,” said Rupert Thompson, chief investment officer at Kingswood Group in London.
“It cements the idea that you’ve got further rotation towards value and commodity sectors. But on the other hand, you’ve got the clear risk that it does exacerbate worries about inflation.”
Hola,
No tengo constancia que se haya comentado la posibilidad que hay de comprar monedas/metal directamente a perthmint, casa de la moneda de Australia, se puede abrir cuenta online y a parte de poder comprar y creo que vender, también se ocupan del almacenamiento y custodia.
Aquí lo explica como siempre muy bien en este hilo de twitter Antonio Rico:
https://twitter.com/AntonioRRico/status/1344238912529715200?s=20
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Si, por momentos la cosa se esta poniendo peligrosilla
