The KE Report, Released on 1/13/25

We start off discussing some of the potential implications of the policies from the new incoming Trump administration, and what it means for inflation, the deficit, consumer spending, tariffs, and global trade. John points out that we really need to wait and see what policies actually get implemented versus the many ideas that have already been floated out into the media. We also look at how this plays into Fed policy, interest rates, the US dollar, and other global fiat currencies. Next we shift over to why gold and even the commodities sector should do well, even in the face of a strong apparent US dollar index, when viewing it through the lens of decreasing real purchasing power, and the persistent affects of inflationary forces. This leads into a discussion on energy and the rising oil and natural gas prices, and how that will affect US markets and global markets, as well as related energy stocks. John also outlines why he remains bullish on both uranium stocks and gold and silver stocks in the year to come, even if we see an overall equities wash out at one point. He’ll be viewing any such market sell downs as an opportunity to pick up some of the better quality resource stocks for the longer-term fundamentals he expects to unfold.

John Rubino is the founder of the popular financial website DollarCollapse.com which he sold in 2022. Mr. Rubino is the co-author, with GoldMoney’s James Turk, of The Money Bubble and The Collapse of the Dollar and How to Profit from It. He spent the 1980’s on Wall Street as a Eurodollar trader, equity analyst and junk bond analyst. During the 1990’s he was a featured columnist with TheStreet.com and a frequent contributor to Individual Investor, Online Investor, and Consumers Digest, among many other publications. His latest work can be found at https://rubino.substack.com.

  economy, geopolitics, gold, investing, nat gas, oil, uranium, us dollar