The script flips...

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The Script Flips

The markets are rocketing higher — including metals and miners — as Congress and governorships flip from red to blue.
 

While there are many factors behind the market moves, it seems like the expected rally in metals has begun earlier than I expected.

The worst fears of the MAGA movement have been realized.

It was widely expected that Republicans would lose the House, and the Senate was perceived to be a toss-up before yesterday’s election, but both were lost in a rout that relatively few expected.
 

The market reaction has been stunning: As I write, the Dow is up 1.539 points (2.97%), the Nasdaq is 1.77% higher, oil is down 8.66%, the Dollar Index has rolled over, Treasury yields are falling across the board…while gold is up $125 (3.2%), silver has jumped about 5% and the gold mining indices have soared between 8%-9%.

Golden Opportunities continues below...

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So lots of green on the screen, for just about anyone involved in the markets. But why?
 

The U.S. stock market has been boosted largely by Trump’s declaration that he would accept the election results. There had been an undercurrent of worry about potential post-election strife running up to the election, with survival food suppliers experiencing spikes in demand.
 

Looking further down the economic road, the number of governorships switching to the Democrats will result in new restraints on data center build-outs, which will depress the impact from that activity on U.S. GDP.

The resulting slower growth that the market seems to be anticipating will have the Fed thinking more about rate cuts than hikes going forward, which is another factor driving equities and metals higher today.

And of course, the markets are expecting even greater government spending going forward which, while having some economic effect that will help equities, will also steepen the already-steep debt trajectory and hasten the depreciation of the dollar.
 

Thus, today’s decline in Treasury yields across the entire curve is somewhat puzzling to me, although it may simply represent a knee-jerk flight to safety.

We’ll see in the weeks ahead. In the meantime, metals and miners are rocketing higher, and the fall/winter rally that I predicted last week at our New Orleans Investment Conference seems to have begun.

On that note, I’m still recovering from the whirlwind of last week’s New Orleans Conference. I must have spoken with hundreds of our attendees, sponsors and speakers over the four days, and the insights and ideas I gained will take some time to synthesize.

I can tell you that I not only expect the entire metals and mining market to rebound over the coming weeks and going into next year, but I also expect exceptional news from a number of companies in our Gold Newsletter portfolio.

I’m reporting on some of my impressions in a Gold Newsletter Alert being dispatched later today, and our legendary year-end issue…featuring extensive transcript excerpts from the New Orleans Conference presentations…will be upcoming as well.
 

If you’re not already a subscriber to either our monthly Gold Newsletter or our weekly Alert Service, I urge you to click on the link below to learn more.

All the best,

Brien Lundin
Publisher, Gold Newsletter
CEO, the New Orleans Investment Conference

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