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Q: Hi,
I was bit surprised by your answer to Kevin's question today about your sector preferences. You had chosen the following: XIT/XRE/XFN/XLY/XLV.

I thought given the current possible recession scenario lurking in the background and also from your own answers to others, you would have chosen XLP, soft or hard landing people need Staples to survive, XEG because of all the uncertainties, XBM/GLD as one expects demand to go up when China opens up. Plus as a hedge against the USD going down.

There must be a reason for your choice. I am curious to find what your rationale was/is.

Read Answer Asked by Savalai on January 31, 2023

Q: Hi,

What the Gold miners that stand to benefit IF/WHEN the Bullion goes to 2000 and STAYS there? In other words, which companies are positively leveraged to Gold price., and amongst them which ones have the least debt?

Read Answer Asked by Savalai on January 17, 2023
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