I am more "silver believer" than gold, mainly because of the spread that has widened during the downward phase these last years.
The gold/ silver ratio is on a (supposed) cyclical top: http://www.kitco.com/commentaries/2016-05-10/The-45-Year-Record-of-Gold-Silver-Ratios.html
But yes, I'm wondering how could behave a portfolio:
- 15% oil
- 35% gold
- 50% silver
for the next 6 months - 1 yr
Nothing to do with thie idea above, but just to discuss the thing:
Goldman recommends to overweight commodities on escalating political tensions from realized and potential trade tariffs, Russian sanctions, Syria, Iran and British Columbia combined with a strong global econ backdrop. pic.twitter.com/lLQT83NYBz— Holger Zschaepitz (
) 15 avril 2018
could be fun to see some capital flying to crypto
A bottom could have been reached here.