It had all the HAM asset managers on it, even David Salem.
They talked about "Recourse Wars" concerning national recources in Africa, in this case copper and colbalt were mentioned.
They also talked about the current wars we are in with Russia and Iran and how we are not treating our allies well.
Which led to talk on slowly rising oil prices and that might lead to oil shares rising and the people who supply them, ticker OIH.
It was an interesting conversation on these topics plus the over investment in AI tech and the consequences from it.
One of the HAM portfolio managers was coming in from Kenya, I believe.
Its nice that hedge eye has a wide diverse set of managers managing your money if you choose that direction.
I believe our politicians and policy makers are making bad decisions on our behalf and may lead to a weaker dollar and rising gold prices. Even with a strong dollar I think we may see higher gold prices.
Thanks for reading.
No comments:
Post a Comment