Dave’s Long Term Outlook: May 1, 2025

Summary

Background:

During the past five years, the money supply has increased from $15,993.8 billion to $21,762.5 billion, and the velocity has increased from 1.128 to 1.383. During this period, gold reached new all-time highs, and interest rates increased. My long-term outlook over the next five years is that interest rates will decline, and gold will not be a good investment. The changes to tariffs and regulations made by the Trump administration are deflationary. Long-term high-quality bonds should perform well in this environment.

Recommendation for Retirement Accounts:

Reduce your exposure to hard assets like gold and silver. Increase your exposure to high-quality bond funds that hold longer-term bonds with maturities greater than ten years.


Happy Trading,
Dave Register
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About the Author

Dave Register is ExitPoint’s primary developer and creator of the original ExitPoints systems. With a masters in both Physics and Statistics, over 50 years of experience in management information systems and designing AI systems to accurately predict futures market trading, Dave is a respected member of the trading community. His passion for predicting market trends is both personal and professional, a primary interest that he enjoys sharing with others.

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