The Worker's Advocate Investing Group highlights gold ETFs, East Asian tech stocks, and non-US sovereign bonds as attractive investments if the US/Israel-Iran conflict resolves soon. Gold ETFs like GLD offer good entry points after a 16% drop, with expectations of resumed central bank buying. Japanese and South Korean tech stocks, especially via ETFs EWY and FLJP, remain undervalued and less affected by US tariffs, with Japan showing strong dividend growth. UK Gilts and other non-US bonds yield near 5%, offering income and currency benefits post-conflict resolution. This strategy focuses on quality, diversification, and long-term gains.
Gold sentiment indicators like GLD puts-to-calls and Hulbert advisor surveys are approaching levels that historically signaled major buying opportunities. These metrics reflect increased bearishness following a multi-year rally and recent correction ...
Gold miners ETF (GDX) surged over 4% even as gold futures declined, driven by bullish options activity with call volumes outpacing puts. However, a large bearish options trade in GDX and heavy bearish activity in Newmont Mining options suggest some t...
