“High Div Yield has led 88% of the time during prior Recoveries. This factor remains inexpensive and neglected as well … and could be a beneficiary of income investors’ flows if the Fed begins to cut rates.”

 “The primary concern is about a possible resurgence of inflation due to the evident strength in the US economy. The other factor is the fiscal stimulus that is ongoing in the USA, Europe and other nations with government subsidies for reshoring of manufacturing and green energy.”

 “Gold is 'interesting,' given geopolitical risks from the Middle East and Chinese demand... One of the thoughts we’re having is people have stopped buying property with their savings and Chinese are still saving a huge amount, they’re not spending the money. That’s one of the problems China has economically and what they’re doing is — they’re pouring the savings instead of into real estate into gold.”

 “Extreme tightness in raw materials due to so many mine disruptions in recent months. This will cause Chinese copper output to fall later in the year and lead China to import more copper metal, at the same time as rest of world continues consume more on back of green energy buildout.”

 “There’s been heavy focus on the breakout in gold above the four-year resistance level of $2,100... We think this tells a different story of markets discounting future demand suggestive of continued global economic growth.”

 “Looking at a chart of copper we’ll see a clear breakout above the early 2023 high of $4.35 with the 2022 highs of $5.00 targeted... There is evidence of returning demand from an upswing in the Chinese economy following stimulative measures from the Chinese government.”

 “The way I’m expressing this bullish thesis in copper is through my holdings in Southern Copper Corp (SCCO) in the dividend portfolio at Inside Edge Capital.”