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ANALYSIS: "Weak dollar" bullish for stocks...

but bearish for my precious-metal positions. I hold #GLD, #WPM, and #PPLT as hedges against dollar inflation. (Notice I did NOT say inflation = rising prices.)


No reason for me to panic in any of these precious metal positions.

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TRADE: Exiting Alphabet

Closing out the end out of my #GOOGL position for now, as Amazon and Facebook are taking share from them. Management painted a less-than-positive picture on the earnings call. Price: $1,186.64

TRADE: Trimming Raytheon

Let's trim some #RTN for a profit; I've had a big defense position for a long time, so let's book some gains to be safe. Price: $182.70, sold about 20% of the position.

TRADE: Closing Amgen

#AMGN has some legal risk that has come to light, so I'm just going to dump it and take a very small loss. Price: $190.77