A weaker dollar will drive Bitcoin higher.

The Greenback often dips toward year-end. It’s the usual seasonal pattern.

And this price behavior is even more pronounced in election years. 

The gray line shows how the dollar tends to give back a good deal of gains toward the end of election years. 

We recently discussed gold achieving its second target since it put the finishing touches on a massive base earlier this year.

It wasn't clear how the price would react to our target, but sure enough, the sellers showed up right on cue.

But the weight of the evidence continues to suggest this bull market has legs and it's better to spend our time looking for buying opportunities, not selling opportunities.

Let's talk about the recent price action and what it means for our portfolios:

Curious about how to handle bonds during an inflationary cycle? Wondering which asset classes tend to thrive—and which to avoid—when inflation’s on the rise?

We’ve invited Stephen Weitzel to break it all down. With the election, the Fed meeting, and a constant media buzz, it’s the perfect time to take a step back, focus on the big picture, and understand how the bond market might shape your portfolio.

I hope you enjoy this conversation as much as I did. Talking with Stephen is always a pleasure!