Rachel Warren
๐ค SpeakerAppearances Over Time
Podcast Appearances
The growth profile for me hasn't been one that I have wanted to add to my portfolio, but it's certainly a solid business.
Yeah, and I think Lou makes some very good points there.
Central banks, institutional investors have been diversifying their holdings and moving away from some of the dollar-dominated assets.
And again, precious metals like gold and silver, they're generally priced in U.S.
So, if you've got a weaker dollar, it makes them cheaper for foreign investors.
There is some industrial demand that's supporting the rally of areas like silver.
But there's been a really significant influx of retail investors.
There's been a lot of speculative interest there.
So, I think that's where we're seeing a lot of that meme stock-like behavior.
And that also means that there could be the potential for a correction.
So, I think that's something to be aware of as investors if you're looking at silver or gold right now.
As long as central banks continue to accumulate gold and fiscal debt remains high, that trend's likely to persist.
It doesn't necessarily mean that you as an individual retail investor need to go in on it.
It's important to really understand what you're buying.
Despite the market's response, I would say it was a pretty good report for the company.
I want to talk about a few of these numbers and metrics.
Netflix, their Q4 revenue was just a little over $12 billion.
That was actually up about 18% from one year ago.
Earnings per share of $0.56.