Hey There Income Hunters,
All lights are green on the 2021 reflation trade. (As a reminder, that’s when you sell bonds in anticipation of new issues with higher yields.)
Here’s an update…
- M1 money supply, the pool of most readily available cash, is growing exponentially.
- This is a major sign that consumers are moving all savings into bank checking accounts so it is available for immediate spending.
- The savings rate has been decreasing every month. This shows unemployed Americans need to tap into savings to pay bills.
- This data illustrates the need for the Fed to keep the printing press rolling, which will continue to fuel real asset prices.
The BTG Trade Strategy
BTG is a stock I own outright. It’s a long-term hold and it crushes the competition in all critical metrics: Dividend yield, P/E, and ROTC and Debt/Cap
Check it out …
A low P/E and high ROC is a lethal — in a good way — combination. Great value and profitability in a sector where the price of output (GOLD) is in a secular Bull Market (meaning influencing factors could be in place for multiple years) …
Nothing more to say …
Other than back up the truck on this one …
Live & Trade with Passion My Friends,
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