Hot War, Hot Inflation...
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Russia’s invasion of Ukraine sends gold soaring…then falling, along with havoc in every other asset market.
It seems the only thing investors can be relatively sure of is that the Fed will attempt to raise rates soon, and that this will be bullish for gold.
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Just last week I issued a Gold Newsletter Alert with the headline “Cold War, Hot Inflation.” That didn’t last long, as Putin soon put the war onto the front burner.
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Now that the invasion is going full-bore, the slate has been wiped clean of previous analyses and views. Everything is evolving in real time and uncertainty reigns as markets — including gold — soar and dive as sentiment shifts violently from one extreme to the other.
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This situation is a tragedy for the good people of Ukraine, and our fervent hope is that they get through this with their nation and their freedom intact.
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But others will report on the geopolitical situation as it evolves; our mission is to address how it all affects gold and associated markets.
I’ve just done so in our latest issue of Gold Newsletter. Although the situation is still as fluid as it could be, I focused on the factors that are likely to be sustained through and after the conflict.
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Fundamentals Will...Eventually...Win Out
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My primary point is that, while it’s hard to see now, the underlying monetary issues will retake investor attention at some point.
In fact, that point is coming soon, with the Fed’s first rate hike, anticipated for March 16th.
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Counter-intuitively, this should launch a rally in gold, as has the beginning of previous rate-hike cycles.
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In our March issue of Gold Newsletter, I explain how gold had established a strong uptrend before the Ukraine crisis erupted…why it will continue after these tensions abate…and what you can do to leverage the moves.
Specifically, I cover the latest developments for a number of junior mining stocks — and unveil two exciting red-hot recommendations.
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• A drill hole play with a high-grade gold project that hasn’t yet released assay results for its first drill hole. But, buried in their news release, we noticed that they were so excited by the drill core that they expanded their drill program from one to four drills.
The first assays are expected any day now, so the window to get on board is closing soon.
• My second pick is another drill hole play with exciting visuals on their first drill core. This company’s first hole was so exciting that they extended it to over a kilometer in length.
The results from this first hole are also expected at any time, so there’s equal urgency for this pick.
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I reveal all the details on these exciting opportunities in the March edition of Gold Newsletter.
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You can learn all about these red-hot junior mining plays by subscribing to Gold Newsletter now.
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To get a full year of Gold Newsletter…and get immediate access to our exciting March issue packed with valuable investment intelligence and details on dozens of exciting junior mining plays…simply CLICK HERE or on the link below.
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I strongly urge you to act now to discover these exciting new recommendations and get positioned before they make big news in the days just ahead.
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All the best,
Brien Lundin
Editor, Gold Newsletter
CEO, the New Orleans Investment Conference
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