Jonathan Wellum Predictions
founder and CEO of Rocklink Investment Partners
Track Jonathan Wellum's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
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[1:29] Yeah, I think that um we're going to continue to see inflation running similar to what we've seen uh in the last little while 2-3%. I mean it's a little bit higher today and that's wasn't necessarily a surprise given the the jump in oil prices as a result of the uh the war in the Middle East
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[4:01] Interest rates are going to start to go up. And if we start printing money to pay for all of the interest costs and because we can't finance it, that again is just going to put more inflationary pressure.
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[7:02] And then also keep some of the commodities in the precious metals cycle because I think that again we're going to continue to see upward pressure on a number of key commodities and also on gold just because of the monetary instability.
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[9:22] Copper, you can't electrify and do all that we want without a lot more copper, but we have a shortage of copper. That's why it's over six bucks. It could easily go 8, 9, 10 dollars over the next couple of years.
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[15:16] It's almost inconceivable that there won't be a major pullback. Maybe that's not six Maybe that's six months from now. Maybe it's a year. Maybe it's a year and a half, but it will occur. Please be careful.
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[17:23] I do think that we are we've already seen a large uptick in commodity prices. So, we're I think we're well into a move that will continue. I say that for a couple of reasons. Number one, what we've been talking about, the amount of capital that's going into the AI spend and digitization, electrification, robotics.
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[25:44] If you're buying Berkshire Hathaway now, um I think it's much better than a money market fund. It's much better than a bond fund. Uh I would treat it like that. Buy it with uh a bond fund with at least you got so much cash, so much optionality and you got great businesses underneath it. And um and you buy it and uh and and just sit on it for the next couple of years and you'll do very, very very low amounts of risk.
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[24:07] And and interestingly enough um if you think of copper or even silver, those are almost in in my view over the next 5 years more predictable in the sense that they are you know they're not being produced at the level that we we need them. There's already a shortfall.
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[24:07] And and interestingly enough um if you think of copper or even silver, those are almost in in my view over the next 5 years more predictable in the sense that they are you know they're not being produced at the level that we we need them. There's already a shortfall.
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[25:05] Same thing with uranium.
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[9:25] it does appear to us, yeah, that we could be in for a bit of a retrenchment in the markets just based upon fundamentals
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[10:44] I think you know to see a global recession uh can all of a sudden becomes quite probable
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[9:31] you've got uh increasing energy costs that's going to cause uh increasing inflation
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[9:42] I've got interest rates actually going up quite a bit
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