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COMMENT
Inflation is not going anyway anytime soon. The US Fed needs to keep its foot on the gas. We're already in a recession. There is more risk in the market than at any time since Covid hit. Play defence for the next little while. Don't stand pat--do something. trim exposure to equities. Take profits. Shift from 60/40 stocks/bonds to 50/50. We still have rate hikes to come, so things will get worse before they get better.
COMMENT
Buy gold miners or bullion? It holds miners and trades on the TSX. Caveat: YTD, gold has underperformed consider high inflation. Historically, gold performs well when there's war or inflation. We have both, but gold is not performing. Miners go up higher when gold prices rise, though falls lower when prices decline.
E.T.F.'s
BUY
water A fine, long-term strategic hold given environmental concerns. Namely, global warming is a real concern that Bay and Wall streets still need to come to terms with. You must use water for agriculture, personal use and infrastructure, so demand is solid. Water investments are pretty safe.
E.T.F.'s
COMMENT
Hedge or non-hedged ETF? It's a personal question. Any hedged security should have large volumes. If you have a long-term horizon, like 20-30 years who will now what will happen to a currency in that span and the hedge costs 5-10 basis points, it isn't expensive, but you could save that in that long span.
