Monthly Note And Portfolio Review March 2023

Nice comeback for gold and silver as de-dollarization gains momentum

“There are decades where nothing happens, and then there are weeks where decades happen” – Vladimir Lenin

In March, de-dollarization became a real thing as (seemingly) half the world applied for BRICS membership and OPEC announced across-the-board production cuts. Clearly, the commodity-producing nations are feeling confident enough to flex their pricin…