Below is a brief excerpt transcribed from Wednesday's edition of The Macro Show hosted by CEO Keith McCullough and Director of Research Daryl Jones.
Janet Yellen didn’t mention in her speech one of the main inputs that normal people have – the *gas* they put in their car. And since that November circle, Oil is up almost 50%.
Fifty. Percent. I didn’t misspeak.
That’s the number one factor that is going to drive inflation over 3% by the time we get to Q2 2021.
And we’ve been well ahead of the Street on that.
That’s why interest rates continue to make a series of higher lows and higher highs. And we’re going to continue making money by being long commodities, in burning bucks.