Tag: Rocklinc
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Marko Papic: The U.S. Gravy Train Is Ending — Cut Your U.S. Exposure in Half?!
BCA Research chief strategist Marko Papic says it’s time to halve your U.S. exposure! America’s post-pandemic out-performance, he argues, was “fueled by drunken-sailor spending”, and that fiscal sugar rush is ending. A Trump 2.0, Big Beautiful Budget deal that cuts […]
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David Rosenberg: Gold to $6,000 & Why the U.S. Dollar Is Losing Its Power | Part II
David Rosenberg returns with his most powerful calls yet. In Part II, Rosenberg explains why he believes gold will hit $6,000 this cycle, the U.S. dollar is entering a bear market, and Treasury bonds offer asymmetric upside in today’s fragile […]