Fed To Lower Interest Rates To Help Politicians Bribe Voters Which Will Put Pressure On The USD While Driving Gold Higher

Things are shaping up nicely for gold stocks to join the gold bull market.

This time of the year is when I enjoy, like many others, reflecting on the past year and the year ahead.

Gold had a very good year in 2023, up around 14%, while gold stocks had a very challenging year with a big divergence between gold and the gold stocks. We saw encouraging signs from the big cap gold stocks, and ETFs. This also worked its way down the gold stock food chain to the mid-tiers, developers and some exploration stocks as well.

Things are shaping up nicely for 2024 to be a very good year for gold as the Fed made dovish comments during their December, 2023 FOMC meeting. 2024 is an election year and it won’t be long before the Fed turns from dovish comments to dovish action to lower interest rates.

When they made those dovish comments, the US dollar went under pressure, while gold as well as other metals popped to the upside. I’m confident we will see more of these trends in 2024.

For me, the real torque is in the gold stocks because they are trading at such low levels based on historical metrics. I have confidence that the gold stocks are already showing the trend is getting friendly for them.

I’m also very bullish on copper. It is the most critical of all the metals and has soft supply, made more significant by the closing of the Cobre Panama mine. Demand is growing from electric vehicles and alternative energy sources. Plus, we have aging power grids in developed economies that need to be rebuilt for these initiatives, plus demand from developing economies building out their infrastructure to modernize.

Something that I hear a lot about is that the mining industry does a poor job at explaining how important mining is to our modern world. I have projects I’m working on to tell this story.

One of the projects is a documentary that tells the story of how important gold is in a world drowning in debt. The US and other Western countries are in a Death Spiral of Debt caused by the Free Money Era after the 2008 global financial crisis then locked in by the Fed dramatically raising interest rates in 2022 and 2023.

Eastern countries are on a path to return to a Gold Standard by dramatically increasing their reserves in gold while also reducing their US dollar and US debt holdings. This trend is in its very early stages that will reward those that follow a similar path.

In the documentary it will set the stage of where we are currently, followed by commentary from thought leaders in the gold sector and close with an outlook on how investors can prepare for where things are going for gold and gold stocks into the future.

After the gold documentary, I plan to do a documentary on how important copper and other metals are in our modern world and how ill prepared the supply chains with these metals are for future demand. The bottom line is copper and other metals are crucial to our daily lives and for the most part are under appreciated.

Without mining, electrical vehicles and alternative energy sources, as well as the rest just doesn’t happen. Mining is thought of as an old industry that doesn’t matter, when in reality it is absolutely paramount to make our modern and emerging world come to life. No mining and our quality of life would be back in the dark ages.

Another project I’m working on is the first Rocks And Stocks Investor Conference that will come to you in an online format. In-person conferences are a great opportunity for investors to meet management of mining companies. They are easy for investors in the host city, and those in close proximity, as well as those that can travel to attend.

Online conferences make it easy for investors all over the world to hear from management of mining companies at the comfort of their own desk. They are also less costly and time consuming for companies to tell their story from their own office. I’m looking forward to producing the first of a series of online conferences.

I will be sure to send out more details on the documentaries and conference as they get closer to going live. First on the schedule will be a trailer of the gold documentary that is currently being produced and should be out soon.

While these new projects are being produced, I will continue to issue written reports, podcasts and video interviews. I have a bunch of content lining up for you, stay tuned.

Happy New Year,

Allan