Ned's thinking that gold and silver have put in their cycle lows. Now they're out performing the stock market, which he was expecting. Will this be gold's moment in the spotlight? Perhaps.
Ned's also bullish on soybeans, not in spite of the Chinese tariff actions, but because of them. He stated several months ago that the Chinese had jumped the shark and were now going to come crawling back, which they have. The first two American ships with soybean cargoes just arrived. Trump calls it winning!