“[T]he stagflation that is now setting in will not be overcome with a classic 60/40 portfolio. Not only the historical performance of gold, silver and commodities in past periods of stagflation argue for a correspondingly higher weighting of these assets than under normal circumstances.”
USAGOLD note: Stoeferle says gold is a “hot candidate” to take the scepter from US Treasuries in the 60/40 formulation.
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