by Chris Waltzek
Chris welcomes back Bob Hoye, senior investment strategist at Institutional Advisors. Our guest says a new cyclical PMs bull market is underway – he favors the PMs shares. US dollar weakness may indicate a top is in place, which is excellent news for PMs investors. In addition, the FOMC has lost control of the economy, backpedaling on rate hikes and returning to a more dovish stance. Seasonal factors are positive for both commodities and the energy sector. The dynamic duo suggests increasing investment portfolio weighting in the PMs and energy sectors.