Market Inquisitor

Tamen Dubito

Golden Opportunities

The ongoing portfolio readjustment continues following a surprise Trump victory, one of the casualties of the latest market turbulence has been the yellow metal, falling over $100 US from a high of $1338.3 to the $1220 range. Periods of volatility like these provide an excellent opportunity to add position in anything that has exposure to precious metals, as the reasons for owning gold have increased significantly.

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Junk Bonds: Painful Memories – New Opportunities

During the early 2016 market sell off, few expected the sharp rebound that occurred shortly after, with high yield bonds rising close to 15%. With the election of Donald Trump heralding higher yields and lower crude prices, a lack of clear policy blueprints from both DJT and OPEC are leading to a junk bond sell off.

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US Election Trade: IShares Mexico ETF

Arguably the best gauge for the outcome of the US election has been the Mexican Peso, trading in lockstep with Trump’s polling results. For investors that don’t trade forex, the iShares MSCI Mexico Capped ETF (EWW), which tracks the MSCI Mexico IMI 25/50 Index, works just as well.

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