Written by Bryan Lutz, Editor at Dollarcollapse.com:
Every Sunday morning I send out three thoughts.
Sometimes these thoughts are on the economy, life, or hard assets.
If they’re helpful or hopeful to you, that’s great… Sometimes it just comes down to reality. That’s what I’m interested in…
So, here we go.
Here are three Sunday morning thoughts for you:
1. Victoria Nuland’s husband resigns from Washington Post after it fails to endorse Harris. This is just the beginning of Deep State resignations to come.
Jeff Bezos owns the Washington Post.
So, some things pass over his desk every now and then.
This time, it was an endorsement by the paper for Kamala Harris, which Bezos vetoed.
That being said, the Washington Post has been a force for political change, endorsing one president every year since 1988.
This would be the first year with no endorsement.
Nothing…
As a result, Robert Kagan, husband of the Deep State, neo-conservative bureaucrat, Victoria Nuland (responsible in large part for setting up the war in Ukraine), resigned.
He wants nothing to do with the paper anymore.
That’s fine.
If Trump wins, then we are likely to see more Deep State neo-conservative toddler tantrums.
They know what’s coming.
Trump’s going to enable Musk to audit the efficiency of bureaucratic offices across the US.
You can bet many them are going to look something like Twitter when he’s finished…
A collection of those willing to work hard to make life better.
2. Hershey’s Chocolate Company (NYSE: HSY) forms a death cross. Is this the end of our beloved chocolate bars? Or are we soon to see a huge opportunity.
I wrote about Hershey Chocolate Company a few months ago when the price of cocoa was skyrocketing through the roof.
That’s because I thought Hershey was a great buy.
I think it still is.
They have great fundamentals.
The company is what’s called “capital efficient.”
So, unlike like other businesses Hershey does not need to re-invest in machinery or huge amounts of equipment to earn profit…
Hershey’s profit goes back to investors in the form of dividends.
If you were to have invested in Hershey’s in 2008 and held until 2023, you’d have been the S&P by a huge margin.
But now, that isn’t the case.
An enormous black swan weather event hit the east coast of Africa.
That’s where over 75% of the world’s cocoa is produced. Mostly, “encouraged” by European colonizers back in the day.
So prices for cocoa almost 5X’d the price of its usually flat, seasonal market.
Now, cocoa is coming back down.
With more supply, and a new season of cocoa plants coming soon.
Hershey’s has suffered because of those price movements.
Its stock has flatlined…
And now it forms the “death cross” – that’s when the 30-day moving average cross below the 200-day moving average.
So, it’s a bearish signal for any stock.
Except for what we know…
Hershey is “capital efficient” with staple products in the US and international markets.
As the price of cocoa comes down to reality, and Hershey continues to operate, will we soon see another huge opportunity for gains?
I hope so…
3. The latest ‘In Gold We Trust Report’ from Incrementum shows where gold is headed. There is a lot more profit to be made.
This year, gold’s 12-year cup-and-handle pattern broke past its horizontal movement.
I went in and took a screenshot of all the stocks inside the DollarHedge Insider portfolio since Dave Skarica picked them in February 2024.
The performance looks phenomenal.
Yet, when it comes to gold, and silver stocks.
We’re just getting started.
Before he started, Dave’s main premise was anticipating an interest rate cut by the Federal Reserve.
For the first 18-24 months after the Fed starts cutting rates, gold outperforms.
Here’s where to get reliable stock picks in an easy to understand video format every week.
Take care.