Craig Hemke – Geopolitics, Macroeconomics, Fed Policy, & Fundamentals Present PM Stock Opportunities

Geopolitical risks, particularly Iran and the Strait of Hormuz, are creating extreme short-term market volatility, making traditional technical and macroeconomic forecasting nearly impossible.

Central banks face a policy dilemma where inflation from rising input costs may limit rate cuts, but a demand shock will force them to prioritize easier monetary policy over inflation.

Precious metals mining stocks present a compelling value opportunity due to a market disconnect, as record Q1 revenues and margins are not yet reflected in oversold equity prices.