Highlights:
-Jim has believed for the last year that inflation is not transitory, and this has turned out to be very accurate
-The Fed is shifting policy so that financial conditions tighten; they will need to push the stock market down
-In 2018, when the Fed shrunk its balance sheet, the S&P struggled
-Uranium has the potential to run for a while and move towards 31
-Is the opportunity in gold gone? Jim thinks that it is going to rally above 2070
-Inflation is going to temper over the next few months, which may take some of the wind out of the gold sales

Useful Links:
Financial Survival Network
Macro Tides