Investment Advice- A Macro Theme (June, 2020)
- OCIO Monitor
- Aug 4, 2020
- 1 min read
Updated: Jul 1, 2022
Seldom do I give investment advice. But when I do publicly, it has been timely and often "moves the needle." My advice now takes the form of a long-term macro trend that is just getting started.
I submitted this article on April 30, 2020. Since then the US dollar has been dropping and gold (and silver) have been skyrocketing. The other themes I believe are just a matter of time before coming to fruition.
Please enjoy the article PDF at the bottom of this blog entry.
I will respond to all comments.

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