Strange time - buying gold and commodity?

https://www.youtube.com/watch?v=IKvC3r_5a4k

Doug Casey was correct in many of his predictions:

The commodity is probably at the bottom, gold mining company might be a good target to invest.

When interest rates go up, the bond market will collapse.

The city will revive, the suburb is a lifestyle that will disappear.

Howard Marks and OakTree Capital

He earns more during the downturn - 18% per year.  His memo is something worth reading -  even Buffet reads it as soon as he gets it. His dividend stock is yielding 7.5%.

As I shift more to income type of investment, and especially in the coming downturn, worth looking.

Simple Taiwan ETF TW50

Viewed an investment advise on retirement investing - buying TW50, which reliably payout >4% for the dividend.  If someone can sale and buy 4 times a year using Stochastic Ocililoar KD index (<20 buy graduate, >80 sell gradually), one can expect to double the yield.  If this is done is Taiwan, it might be close to tax free - effectively generate >10% return.

So for NT$10M, it can generate NT800K a year, not too bad for retirement allowance.

The interviewee mentioned something interesting - with Taiwan CD interest rate at 1%, the "risk" is 100%!! since the inflation is about 2-3 percent per year.