Fundamentals haven't changed, page-410

@eshmun
@Seth Davis
@Ophir
@AverageJoe

A few good articles read today.

5 ‘unlovable’ plays that could pay off big in a world of ballooning asset prices


5. Gold: Dollar DXY, +0.08% down, commodities up. Simple. Not where you wanted to be during most of this bull market, but, as Macro Man points out, gold GCQ7, -0.10% checks a lot of the boxes when it comes to navigating this top-heavy climate.

In fact, it sounds like, for now, that last one might be the most lovable play in his unlovable basket.
“Cash with a touch of gold to protect your purchasing power against profligate central banks will keep you within spitting distance of inflation,” Macro Man said. “You have the ability to buy assets at cheaper prices in the future at a time when virtually any asset class I can think of (please chime in with a cheap one!) is expensive by historical standards.”

http://www.marketwatch.com/story/5-...a-world-of-ballooning-asset-prices-2017-07-20



Where to put your money now that the dollar is sinking


1. Buy commodities: A weaker dollar pushes up commodity prices. So buying them now makes sense. Consider gaining exposure via PowerShares DB Commodity Index Tracking Fund DBC, -0.14% , or the US Commodity Index USCI, -0.31% Or for gold GCQ7, -0.07% exposure, iShares Gold Trust IAU, +0.17% or SPDR Gold Trust GLD, +0.14%

http://www.marketwatch.com/story/where-to-put-your-money-now-that-the-dollar-is-sinking-2017-07-20