INK Ultra Money: A market in inflation and gold miners

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Wed, 08/19/2020 - 3:23 pm Ted Dixon, Canadian Insider

Tony Greer made a special appearance in the Real Vision Daily Briefing Tuesday, and as usual he delivers great tactical insight. Like INK, he believes we are in an inflation-driven market. If you have not watched the Daily Briefing for August 18th, it is well worth the 25 minutes.

Looking to buy inflation-oriented assets on pullbacks

In the interview with Ash Bennington, Tony suggested that bond yields could be set to back up. That is similar to the message we delivered in the US Market Report this morning for INK subscribers when we hinted the bond vigilantes might return to save bank stocks from their underperformance.

We said we would watch today's 20-year bond auction as it could give us the first hints if the vigilantes were back. Based on what has transpired in the first few hours following the auction, it seems they may be trying to mount their comeback. Bank stocks are up and Treasury bonds are falling.

Fixed income yield chasers beware.

Also on Real Vision today, we hear James Rasteh, CIO and co-founder of Coast Capital, explain to Raoul Pal his approach to investing in gold miners. They are selling off today, but if Greer is right, such events open up buying opportunities for miners who are able to thrive in a G-economy environment. As we have argued many times in INK Ultra Money, gold miners are not created equally, and some will get left behind if inflation rises and bond yields rise.

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