Long $DUST

Near-term increased in USD buying power and increasing interest rates suggest a reversal in inflation coming soon. With the inverse relationship that commodities like gold share I would expect mid to long term outlook to be anti-gold.


Keeping in mind there are some market risks associated with this play. Recession potential can push out timeline or entry point. Ongoing Ukraine ware can also push out entry point.

I would tentatively build a long position with a close eye on potential recession catalysts like an escalation in Ukraine and further defaults from Evergrande.