Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins me today to review how he is taking a more defensive posture investing in the general US equities, but seeing more capital rotate into commodity megatrends. He is focused adding resource stock allocations in the cannabis, uranium, copper, palladium, small-cap oil, and gold sectors. For each sector, we review the technical price action of the underlying commodities, the supply/demand fundamentals of those markets, and then drill down into the types of resource stocks that have Sean’s attention. It’s a nuanced discussion where we weave in both the macroeconomic data and geopolitical effects of global trade, to assess the economic health and market expectations around future Fed rate cuts.
.
Click here to follow along with Sean’s work at Weiss Ratings Daily
.
Click here to learn more about Resource Trader
.
