Dear %%first_name%%,
Are market smarties backing in a trade deal or at least no escalation of the tit-for-tat tariff tussle between President Trump and Beijing? Stats and market readings are effectively saying “dump gold and buy the S&P500 Index!” Percy Allan, who edits our Market Timing report, says that the myriad of numbers, stats and market readings that go into his analysis are effectively saying “dump gold and buy the S&P500 Index!” I discuss this in my article today.
And from Europe (where he’s enjoying a break), Paul Rickard looks into the KKR Credit Income Fund, which he concludes will suit some investors while at the same time admitting that it’s complex.
Sincerely,
Peter Switzer