So far in this trade war, there is one “winner” left on the board: gold. The barbarous relic has glittered amidst the financial carnage.
And while everyone is climbing aboard now, we contrarians see a better buy window ahead. Below, we’ll “dig into” 4 tickers to get ready, ranked from worst to first (hint: our top play has a dividend that soars with gold prices).
Before we get to that, though, let’s look at what’s really going on here—starting with Treasuries. Yields on the 10-year spiked from sub-4% to 4.5% in a matter of days at the height of the trade war tantrum.… Read more
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