Tim Tassoni – 2025 Market Trends: Look To Inflation Sensitive Sectors
Jim Tassoni, CEO of Armor Wealth Strategies, joins us to discuss his 2025 investment themes, mostly focused on inflation staying elevated or sticky.
We start with Jim’s outlook on the persistence of inflation, a stronger U.S. dollar, and cautions toward long-term bonds due to interest rates potential to creep higher. Jim explains how potential trade wars could lead to significant drawdowns in the S&P 500 and the broader market dynamics.
We also focus on gold, with Jim being bullish despite a stronger dollar, while showing preference for the metal over miners. Additionally, Jim shares his perspective on silver, financials, energy sectors, and real estate.
Good call, I don’t own NFG but have been watching CXB as a more stable gold company than some of the smaller ones. I’ll be jumping in for sure… the weekly looks good!
Hi Dan, I had been watching Marathon Gold for years, so I know CXB got a good deal steal. I sold NFG for a 10% profit, I’ll take it! DT
Good thoughts DT & Dan. I’ve been an openly big fan of Calibre mining for the last few years, really beefing up from late 2022 through early 2023. I just saw VP of Corporate Dev (Ryan King) at the conferences this weekend, and am really excited to see Valentine go into production in the 2nd half of this year, and by next year in 2026 (after 2 ramp up quarters in 2025) they’ll have graduated up to a full-one mid-tier gold producer.
Also there is some really exciting exploration work that they’ve been conducting around the Valentine Gold mine, as well as all their properties in Nicaragua. Cheers!
https://www.tradingview.com/x/FFRbv090/
NatGas Update : More Downside Likely
Upon further reflection, “Likely” s/b “?”.
Silver seems to be climbing a wall of worry, maybe there is more demand than thought.
Hello Dan ….. Some of us over at the orphan section are really fond of silver , perhaps we should call it the orphan metal ……………….. lol
Deal! That name suits silver fine… 🤣
Love it IrishT. “Silver…. the orphan metal.”
https://www.youtube.com/watch?v=x9mfFEDUr8Q
Silver Brenda (1963)
“There is No Crypto” – James Jim Rickards on Bitcoin and Cryptocurrency
If Rickards is right this is interesting, might be when money moves into metal. 13 mins.
Funny …… some discovered the CON out years ago…. lol……… 🙂
Max Keiser… just a Bernie Madoff…. lol….
Trump Tariff on gold/silver from mexico/canada of 25% begins feb 1.
gold 2744=3430 silver 30.76=38.45
Lot of focus on EVERYTHING……. and a whole of people are CLUELESS….
Get the MILKSHAKE guy back on….. thanks….
A red flag for me with any company is when you get a CEO who is suddenly replaced. This happened recently with New Found Gold. Today I decided to sell my shares and move into a producer which is in the same province, Calibre Mining. (CXB) I also read a report put out by Iceberg Research. I didn’t want to leave but uncertainty can be deadly for the investor. DT 😉