A Weak Dollar? Haven’t Seen One in Almost 20 Years. February 16, 2025 Jason Perz My uncle told me in 1999 that tech was about to take a nap.I had no idea what the hell he was talking about. I was too busy riding bikes and planning my next trip to a contest. But I’ll never forget the timing of his trades.He sold all his tech stocks and started buying gold miners, micro caps, and commodities.It sounded crazy to me at the time. But his entire analysis came down to one thing:The Dollar.We have not seen a real weak dollar environment in nearly 20 years.Yeah, we’ve seen pullbacks—2017-18, late 2020-21—but a sustained downtrend?I haven’t seen one.Look at the chart. The last real decline was after the dot-com crash in 2000. Read More
David Keller: Neutral on the S&P 500, Bullish on Gold February 2, 2019 Patrick Dunuwila Read More