Gold's Resilience and Trade Dynamics

This chapter analyzes the strong performance of gold and gold mining stocks in comparison to the S&P 500, highlighting their consistent outperformance and historical significance as a hedge during market downturns. Additionally, it delves into the evolving U.S.-China trade relations, focusing on the implications of new proposed trade laws and potential tariffs for consumers, businesses, and specific e-commerce stocks. The chapter concludes with a discussion on the utility sector's impressive gains in 2024 and its defensive appeal amid fluctuating market conditions.